Tag: Estate Planning

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Understanding Long-Term Care

Understanding Long-Term Care

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What does it mean to prepare for the future?

Kirk Lowry from MCM Wealth explores the intricacies of long-term care. He digs into crucial discussions about risk management and preparation, guiding you on how wise decisions today can shape a better tomorrow.

Kirk discusses: 

  • Different types of long-term care services and the varying intensity levels of care needed
  • The sandwich generation’s responsibilities and how they navigate caregiving roles
  • Funding long-term care, essential legal documents, and the importance of family discussions
  • Common misconceptions and the actual role of government programs in long-term care planning
  • And more

Connect with Kirk Loury:

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Navigating the New Age of Digital Asset Management

Navigating the New Age of Digital Asset Management

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What kind of digital legacy will you leave behind? How will your beneficiary or executor gain access to your digital legacy after you pass away? 

In this episode, portfolio and wealth strategist at MCM Wealth, Kirk Lowry, dives into the complexities of digital assets, from preserving cherished family photos to securing cryptocurrency for future generations. Tune in to learn why digital assets hold value beyond money and how to protect them, ensuring your digital footprint lives on as part of your legacy.

Kirk discusses: 

  • The nature and value of digital assets, from family photos to cryptocurrencies
  • What are the legal frameworks for accessing these assets posthumously, and what does RUFADAA mean for you
  • The practical steps for ensuring access to your digital world, like having a living document of access credentials
  • Unique considerations in estate planning for digital assets such as cryptocurrencies and NFTs
  • Ethical concerns and family considerations when managing a deceased loved one’s digital assets
  • And more

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About Our Guest: 

Kirk Loury provides integration between MCM’s marketing, investment strategies, and implementation. He is also a co-founder and managing member of Advisable Wealth Engines, LLC. Mr. Loury has over thirty years of experience in a variety of executive roles covering investing, marketing, and wealth-technology deployment.