Aug 9, 2022 | Estate Planning, SML Planning Minute Podcast, Company News
Episode 190 – Regardless of what you want to do with your wealth, such as leaving it to family, charity, government, or spending it all, you will need to plan for your intended outcome. Doing nothing is not going to work.
Mar 22, 2022 | SML Planning Minute Podcast, Estate Planning, Company News
Episode 170 – Fair vs equal. Leaving your estate in equal shares to each of your children may not necessarily be the most beneficial or effective for your children.
Oct 1, 2017 | Business Planning
If you own a small business, you play many roles and carry many responsibilities. And then there is your legacy to consider. What happens to your business when you are gone? You and your Security Mutual representative can create a plan to help you manage and protect...
