Rose Watson, JD, MSEL

Rose Watson, JD, MSEL, is manager, advanced planning at Commonwealth Financial Network®, member FINRA/SIPC, an independent broker/dealer–RIA. Rose joined Commonwealth in 2009 and provides support to the firm’s financial advisors across all areas of financial planning, including estate, charitable, tax, education, business succession, and insurance planning. She attended the University of Missouri for her undergraduate education and obtained her JD and MSEL from Vermont Law School. She was in private practice for eight years.

Information about securities-registered professionals may be found at FINRA BROKERCHECK.

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Recent Posts

5 Steps for Successful Family Wealth Planning

Are Your Clients Making These Estate Planning Mistakes? [SlideShare]

Financial Planning in Uncertain Times

3 Questions to Save Your Client’s Estate Plan

3 Asset Protection Strategies: Which Is Right for Your Client?

5 Steps for Successful Family Wealth Planning

Posted by Rose Watson, JD, MSEL

January 17, 2017 at 10:00 AM

Family wealth planning isn’t just about helping one generation build as much wealth as possible to pass on to the next generation. An effective process also helps prepare heirs to manage and preserve those assets into the future. But how can you help your clients address all of these matters in an intelligent way? Our five steps for successful family wealth planning can help.

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Topics: Estate Planning

Are Your Clients Making These Estate Planning Mistakes? [SlideShare]

Posted by Rose Watson, JD, MSEL

November 30, 2016 at 1:30 PM

One client has an estate plan with an unfunded trust. Another has no idea what her beneficiary designations are. These are just two examples of estate planning mistakes that can lead to unexpected tax consequences or even asset transfers to the wrong individuals. How can you help?

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Topics: Estate Planning

Financial Planning in Uncertain Times

Posted by Rose Watson, JD, MSEL

November 29, 2016 at 10:00 AM

As we watch political appointments unfold, some of your clients may wish to take more of a “wait and see” approach to their planning, as future tax legislation may seem uncertain. Although they may be reluctant to take action, however, the inability to predict future legislation should not curb your clients’ planning, and this is the opportune time to stress to them the importance of financial planning in uncertain times.

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Topics: Financial Planning

3 Questions to Save Your Client’s Estate Plan

Posted by Rose Watson, JD, MSEL

April 12, 2016 at 10:00 AM

When clients come to your office to review their financial plans, including their plans for their estate, they may bring a general sense of what they want the plan to accomplish, a few outdated documents, and a belief that everything must be good for at least another five years. As a result, they often resist your efforts to check up on the health of their estate plan. Sound familiar?

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Topics: Estate Planning

3 Asset Protection Strategies: Which Is Right for Your Client?

Posted by Rose Watson, JD, MSEL

April 6, 2016 at 1:30 PM

Asset protection strategies can be used for a variety of purposes. Perhaps you have clients who work in high-risk professions. Others could be seeking divorce protection. Or perhaps they simply want to protect themselves against an unforeseen accident or unfortunate circumstance. But how can you help your clients decide which strategy best meets their needs?

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Topics: Estate Planning

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