Estate Planning: Strategies to safeguard your wealth

Investors who have accumulated significant wealth through investments, retirement savings, real estate, and businesses should consider ways to protect those hard-earned assets from a lawsuit, civil claims, or bankruptcy proceedings. A thoughtful asset protection plan can help maintain a standard of living and preserve the ability to pass assets to heirs and/or charitable orga­nizations. This workshop explores a range of strategies to help safeguard wealth with insurance and retirement plans, and the establishment of legal structures such as LLCs and trusts.