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Category: Estate Planning

Home » Estate Planning
Estate Planning / investment advisor / long term care / Uncategorized

Honoring A Spouses Memory by Creating a Legacy

Out of the Heartache of Alzheimer’s, Passion Leads to a Legacy I often don’t know what to expect when I meet a prospective client for the first time.  Obviously, by …

Krista McBeath author of The Generational Wealth System
Estate Planning / News About McBeath Financial Group / Uncategorized

Krista McBeath Author the Generational Wealth System

The Generational Wealth System by Krista McBeath A Holistic Approach to Preserving Your Wealth and Legacy I’m proud to finally announce the upcoming release of The Generational Wealth System, a …

Estate Planning

What Happens After a Loved One Passes

The Shock and the Aftermath of a Loss It’s been three weeks since the sudden loss of my brother.  Even writing these words seems to tighten my stomach in knots …

transferring wealth to the next generation.
Estate Planning / Financial Planning / Tax Planning

Transferring Wealth While Living

Strategies for Transferring Wealth to the Next Generation Planning for the transfer of your wealth to loved ones may be the most rewarding result of a comprehensive financial plan.  So …

Estate Planning / Financial Planning / life insurance / Women's Finance

Financial Planning for Loss of a Spouse

Financial planning for loss of a spouse can help ease the burden emotionally and financially at the most difficult times.

Estate Planning

5 Estate Planning Must-Do’s Before Going on Vacation

5 Estate Planning Must-Do’s Before Going on Vacation Estate planning attorney’s and wealth managers are professionals that often work together in creating a cohesive financial plan. We’ve often had the …

Charitable Giving / Estate Planning / Tax Planning

Tax Advantaged Strategies for Charity Support

Tax Advantaged Strategies for Charity Support How to Maximize Your Tax Benefits While Building a Legacy We’ve all heard of the philanthropic foundations that the wealthy have established, such as …

education / Estate Planning / Financial Planning / Retirement Financial Focus Series

Keys to Creating an Estate Plan that Fits You

While an estate plan may certainly include legal structures that advantageously transfer wealth to the next generation, there are many other parts that are important for peace of mind and …

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203 Landmark Dr Unit A Normal, IL, 61761 | (309) 808-2224 | [email protected]
Advisory services are offered through Landmark Wealth Management Inc, dba McBeath Financial Group, an Illinois Registered Investment Advisor firm. Insurance products and services are offered through McBeath Tax and Financial Services, LLC. McBeath Financial Group and McBeath Tax and Financial Services, LLC. are affiliated. All content of this website is for information purposes only. Opinions expressed herein are solely those of McBeath Financial Group and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual financial professional prior to implementation.
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