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