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Are you prepared to leave your legacy behind? Dying without a trust or a will for your estates can be costly, especially for your loved ones you’ll be leaving, but what’s the best option? Natalie “Money Momma” Goldberg joins Curtis to talk...
Are you prepared to leave your legacy behind? Dying without a trust or a will for your estates can be costly, especially for your loved ones you’ll be leaving, but what’s the best option?
Natalie “Money Momma” Goldberg joins Curtis to talk about wills, trusts, and asset protection. She runs down the differences between different trusts and which one can work for you, depending on your needs and requirements. She also reiterates the value of putting everything on paper not only for your protection as the policyholder but also for the peace of mind of the loved ones you’ll be leaving behind.
Curtis’s motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
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