Get the Jump on How Inflation Affects Your Estate and Legacy Planning
Inflation. It’s the topic that everyone is talking about and is affecting almost every aspect of our lives, including estate planning.
Inflation is personal and, depending upon each person’s stage in life, can directly impact income, taxes, debt and the size of an estate. This can make estate and legacy planning tricky.
Our latest blog looks at the areas of planning that individuals and their legal and financial advisors should review and potentially adjust to mitigate the impact of inflation, including:
- Estate valuation;
- Asset disposition; and
- Life insurance performance and positioning review.
Read it all at the link below!
IRS Applicable Federal Rate Update
The rates continue to rise! To see the current rates, as well as the historical rates, you can view our AFR report at the link below.
A Little Tease
We have an exciting announcement forthcoming about our team of producers. We are not quite ready to spill the beans, but make sure to follow us on LinkedIn as we reveal all in the weeks ahead!
Save the date for these upcoming interesting and informative events.
Coffee with C3 Returns!
Join us for our next Coffee with C3, our series which consists of brief, periodic “coffee breaks” to share timely industry information.
At our next 15-minute session, we will be answering some of the most frequently asked questions we are presented with in our work.
If you have a specific question you would like to submit ahead of the event, please email firstname.lastname@example.org.
Watch for the invitation soon!
Thursday, September 8th, 8:30-8:45 AM CST
Save the date for these three interesting and informative events.
Generation to Generation: How Strong Families Survive & Thrive
The Dallas Foundation and C3 Financial Partners are thrilled to welcome back Tom Rogerson to share his unique message about family philanthropy. Tom will address the ways families inadvertently contribute to the breakdown of their family connection and values. He’ll also share the strategies families can use to build or re-build generational unity and cooperation. More information on the event and the ability to RSVP is available at the link below.
Dallas Foundation / C3 Financial Partners with Tom Rogerson
Tuesday, September 20th, 5:30-7:30
XPX San Antonio 2022 Summit
“Strategies for Business Progression”
C3 Financial Partners is a proud sponsor of the XPX San Antonio 2022 Summit. XPX (Exit Planning Exchange) is a multi-disciplinary community of professional advisors who work collaboratively to help owners build stronger businesses and prepare for and execute successful business transitions. More information about the upcoming event is available at the link below.
XPX San Antonio 2022 Summit
Thursday, September 22nd at the Club at Sonterra
Dr. Stephanie Terauchi will speak on palliative care. Dr. Terauchi specializes in providing comprehensive and holistic palliative care to patients and families facing serious illness and is an expert in palliative care program design. At this event, she will address:
- What is palliative care
- For whom is such care appropriate and when should they receive it
- Benefits of palliative care
- Advance care planning/End of Life Planning
Stephanie Terauchi, MD, Medical Director of Palliative Care – UT Southwestern Medical Center
Wednesday, October 26th, 12-1 p.m.