Mark Scheuerman’s Post

New blog post below. Let us know if you have any questions!

Seeking a new financial advisor? Here are a few topics to consider ... #clearplanwm    #financialadvisor  

Some good insight here regarding “bare trust” reporting.

Great article about the estate tax, also known as the death tax, sunset and strategies to implement now to potentially preserve some of your exemption! If you have a net worth above $10 million you probably should be aware of this!!

🌟 Discover AI and the Future of Mental Health! 🌟 Digital health is advancing rapidly, but mental health is just beginning to catch up. Dive into the future with us and explore how AI is set to transform mental health care. 🗓 Date: 3rd September 2024 ⏰ Time: 1:00 PM - 2:00 PM 📍 Location: The Forum, Melbourne Connect (700 Swanston St, Carlton VIC 3053) Meet the Panel: Dr Caitlin Hitchcock | Senior Research Fellow, Melbourne School of Psychological Sciences Dr Olivia Metcalf | Senior Research Fellow, Centre for Digital Transformation of Health and Department of Psychiatry Steph Slack | PhD Candidate, Monash University Dr Simon D'Alfonso | Senior Lecturer in Digital Health, School of Computing and Information Systems. We’ll explore cutting-edge topics like digital phenotyping, natural language processing, and chatbots, as well as their potential to revolutionise clinical practice, enhance patient care, and address ethical considerations. Don’t miss this chance to be at the forefront of mental health innovation! For more information and to register, click here: https://lnkd.in/gtdTWq62 and get more information. See you there! #AI #MentalHealth #DigitalHealth #Innovation #ClinicalPractice #Ethics #MelbourneResearch #MelbourneUniversity

📝 Empowering Your Loved Ones: Safeguarding Special Beneficiaries When it comes to drafting your Will, ensuring the financial security of your beneficiaries is paramount. Particularly for those facing challenges like disabilities, addiction, or age-related limitations, it's crucial to protect their inheritance from potential mismanagement. Here's how a Protective Trust in your Will can offer a solution: 🔒 Recognising the Concern: Inheriting assets directly can pose significant risks for vulnerable beneficiaries. With proper guidance, their financial well-being may be protected. 🛡️ The Solution: A Protective Trust establishes a separate trust fund within your Will, specifically for the benefit of the vulnerable beneficiary. Here's how it operates: Trust Framework: The vulnerable beneficiary becomes the sole recipient of the trust fund, but does not have any control over its management. Instead, a designated Trustee is entrusted with this responsibility. Trustee Duties: The appointed Trustee oversees the fund's management and approves expenditures based on the provisions in your Will. In your Will: You outline crucial parameters for the trustee to follow, including the trust's duration, investment guidelines, permissible uses of funds (e.g., education, healthcare), and ultimate beneficiaries upon its termination. 💬 Taking Action: Incorporating a Protective Trust into your Will provides vulnerable beneficiaries a safety net, ensuring their financial security and gives you peace of mind. 📞 Consultation: For personalised assistance in establishing a Protective Trust and securing your loved ones' futures, don't hesitate to contact Bespoke Wills and Estates. Our team will guide you through the process with care and expertise.

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Your perspective can change your decision-making process. In a business, it's important to understand what your business actually provides and who your competitors are. In finances, it's important to understand why people would give you money.

very useful tool for calculating Zakat

Light induced Superconductivity