• Integrating Family and Asset Protection into Your Overall Financial Plan

  • 2022/05/31
  • 再生時間： 28 分
  • ポッドキャスト

Integrating Family and Asset Protection into Your Overall Financial Plan

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  • In this podcast you will hear from Special Guest: Pamela Doble, Certified Estate Planner with 25 years of experience.  Audrey West and Pamela Doble discuss crucial financial steps to protect your retirement plan, family and assets.   
    Key questions include:  Once your retirement plan is set up what does one need to do to protect their assets?  What is the difference between a trust and will and do you need both?  When should one have their estate plan reviewed?  Once one has a trust set up, does that protect them from lawsuits or creditor claims against their assets? 

     

    If you have any questions about estate planning and your retirement

    call The Money Doctor, Audrey West at 855-584-3637.

    Retirement, Estate, Plan, Will, Trust,

    See omnystudio.com/listener for privacy information.
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あらすじ・解説

In this podcast you will hear from Special Guest: Pamela Doble, Certified Estate Planner with 25 years of experience.  Audrey West and Pamela Doble discuss crucial financial steps to protect your retirement plan, family and assets.   
Key questions include:  Once your retirement plan is set up what does one need to do to protect their assets?  What is the difference between a trust and will and do you need both?  When should one have their estate plan reviewed?  Once one has a trust set up, does that protect them from lawsuits or creditor claims against their assets? 

 

If you have any questions about estate planning and your retirement

call The Money Doctor, Audrey West at 855-584-3637.

Retirement, Estate, Plan, Will, Trust,

See omnystudio.com/listener for privacy information.
続きを読む 一部表示

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