Optimize Value and Reduce Risk: An Estate Planning Road Map

Picture all the assets you’ve worked hard to acquire: a home, an investment portfolio, and insurance and retirement accounts.

It takes years to build value into that portfolio, but have you taken steps to protect it? What happens if you face significant long-term care costs, stock market volatility or unexpected family turmoil such as divorce or debt? Paying for these expenses out-of-pocket can deplete your nest egg fast.

Consider a new strategy: one that combines value optimization with 2019 trust planning techniques and tax saving opportunities you may not know about.

Check out our Life Happens Radio podcast recorded on Saturday, January 26, when hosts Lou Pierro and Rebecca Cerny discussed ways to secure your assets while maximizing value. They also described how this works through real-life examples.