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Strategies To Protect Your Family’s Wealth – Episode 153

Most people are aware that there are two phases of your financial life: building your life savings, and then distributing that money to you at retirement.  But there’s a third phase that happens after you’re gone, which many people pay less attention to than they should: distributing your life’s assets to your heirs.

Making sure your money and your possessions go where you want them to go should be one of your primary concerns.  If you don’t state your wishes in writing, your entire estate could wind up being distributed by a legal entity, thus potentially cutting out those who should be receiving it.  How do you keep this from happening?

Learn more about what steps you need to take to lessen the impact of probate, taxes, and family strife with podcast host Johnny Dean and Rick “The Professor” Plum, CFP® on this week’s episode of Managing Your Financial Future!

Important Information:

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal.

Rick Plum is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name Lucia Capital Group, a separate entity from LPL Financial.

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