Estate Planning Mistakes with Covenant Trust
May 31, 2024 @ 2:00 pm
Due to the complexity and intricacy of estate planning, mistakes happen much more often than you might think. Join Josh Myers of Covenant Trust as he reviews estate planning case studies of the rich and famous, discusses the mistakes that were
made, and teaches us the best way to start planning.
If you have investments that have lost value, consider selling them at a loss and donating the cash proceeds. This strategy can help offset capital gains while also providing you with a charitable deduction. To make a donation, visit us at: bit.ly/3VcDdUf ... See MoreSee Less
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Happy Nurse’s Day! 👩⚕️
Today, we want to express our deepest gratitude to the nurses who give selflessly every day to care for others. Your dedication, compassion, and tireless efforts make a world of difference. Thank you for everything you do to bring comfort, healing, and hope. 💙
Let’s all take a moment to honor the hardworking nurses who continue to inspire us. 🙏 ... See MoreSee Less
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There are three keys to financial security, no matter what your current circumstances are: having perspective, objectives, and a plan. Visit our free resource page to access our download “Planning for the Future in an Uncertain Environment” with Brad Breeding to learn more: bit.ly/4eKiNZX ... See MoreSee Less
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