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Lincoln Financial
You’re In Charge of your future! Follow us for retirement and financial solutions to help you reach your goals. Terms & conditions:
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Lincoln Financial Mar 23
We love supporting the ! Keep up the great work.
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Lincoln Financial Mar 23
Just started ? You’re not alone. Learn to save for your future.
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Lincoln Financial Mar 23
Good morning. Please privately message us your contact and account info so we can better assist you.
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Lincoln Financial Mar 21
Thanks for including us in this chat!
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Lincoln Financial Mar 21
A12 There are tax advantages & assests will go to the charity of your choice.
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Lincoln Financial Mar 21
A11 Yes. Loved ones need to access to your digital assets, especially passwords.
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Lincoln Financial Mar 21
A10 Attorney or financial advisor can keep. You can keep copies in a fire-proof safe & secured electronically
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Lincoln Financial Mar 21
A9 Powers of attorney, financial & healthcare. Having an attorney draft documents & file them properly is best
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Lincoln Financial Mar 21
A8 Leave letter with the will if there are specific bequests not in the will, for example: a painting or jewelry
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Lincoln Financial Mar 21
A7 Video can be comforting, providing clarity & intent & often include a message that’s not just financial
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Lincoln Financial Mar 21
A6 If there's enough for retirement, can gift $ to help them now. Effective in states with inheritance tax.
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Lincoln Financial Mar 21
A4 No right/wrong to include step as much or as little. Can include ex if co-parenting. Trust an option
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Lincoln Financial Mar 21
A3 Consider a trust – trusts require criteria be met to receive income and principal
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Lincoln Financial Mar 21
A2 No right/wrong answer. Important to have a family mtg to explain so kids understand why decisions were made
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Lincoln Financial Mar 21
Everyone has an estate to plan regardless of size
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Lincoln Financial Mar 21
A1 Talking about money early, when kids approach adolescence = financially savvy adults
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Lincoln Financial Mar 21
Hi, I’m Kim Brumbaugh, a financial advisor ready to answer your questions
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Lincoln Financial Mar 21
Today at 2 pm ET financial advisor Kim Brumbaugh will answer questions about preparing kids for an inheritance
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Lincoln Financial Mar 21
Over 30 million Americans provide care for a parent or spouse. Learn to prepare financially.
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Lincoln Financial Mar 20
The Friends Program mobilizes 800 volunteers who serve 4,500 children, seniors, and families
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