Protecting Your Wealth
You’ve worked hard to set and meet your financial goals so you can realize your dreams. Unforeseen circumstances as well as inflation, unanticipated expenses and taxes can erode the value of your assets. With longer life expectancies and higher costs of long-term care, securing what you’ve got becomes critical.
Clients with increased assets need to protect themselves from certain “creditors” that may be a threat to their wealth: the IRS and state government, stock market, estate taxes, long-term care expenses and more.