Episode 6 – Using Trusts to Avoid Asset Protection Risks: Part 2
Are your assets protected? This question is highly relevant to high-net-worth families and individuals, and it involves delving into emotional topics. In the second part of their mini-series, John and Michael Parise guide you with compassion and expertise through the final three asset protection risks and how to avoid them. In this episode, you will learn: The impact of premature death and spousal remarriage on assets after the passing of the first spouse Examples of scenarios in which a prenuptial agreement may not protect all assets What incorrect trust planning really is and why it’s critical to choose the right type of trust for your situation How to overcome a lack of financial knowledge (and why it’s important) About the importance of educating your children and grandchildren in financial literacy to protect your assets in the long term And more! Tune in now and learn how to protect your assets from three major risks! Resources: Copper Beech Financial Group | Using Trusts to Avoid Asset Protection Risks: Part 1
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