Jul 04 2024 39 mins
Unlock the secrets to securing your wealth and ensuring your financial future with our riveting discussion on asset protection and estate planning. Joined by the inimitable Jonathan 'Cub' Mullins (Wealth Advisor), the astute Alexis Bush (Wealth Advisor) from our Hagerstown, Maryland office, and the ever-insightful Bob Keebler (Partner, Keebler Associates), we dissect the critical strategies that go far beyond mere insurance. Uncover the pivotal importance of structuring your assets to ward off risks, learn about leveraging legal entities like LLCs, and delve into strategic debt usage - all to safeguard your hard-earned wealth from unforeseen threats.
Key Takeaways:
- Hear real-world stories that illustrate the costly pitfalls of common mistakes and the power of trust structures and corporate trustees.
- Our panel experts guide you through the maze, spotlighting the benefits of juridical tactfulness in asset protection, as exemplified by the advantageous laws of states like Wyoming and Nevada.
- Learn strategies specifically tailored to shield your business in a volatile economic climate. Discover how multiple LLCs, strategic inter-family lending, and comprehensive insurance policies lay the groundwork for robust asset protection.
Join us for this invaluable lesson in protecting both personal and business wealth, underscored by the critical roles of financial planners and lawyers, and leave with the confidence to navigate the complex landscape of asset protection.
Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com
Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/
Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.