Having a strong foundation in financial planning means protecting yourself and your family. Today, we are discussing how estate planning and asset protection are essential to protecting yourself, your finances, and your family.
TIMESTAMPS
0:55 – Introducing Andrew Howell
5:35 – Estate planning vs. asset protection
8:26 – DIY Estate Planning
10:51 – Conventional Estate Planning
18:03 – Family declaration of independence
25:52 – $500,000 to $2,000,000 investable assets
32:26 – Examples of planning and protection
40:00 – Protecting assets with risk
41:17 – Protecting assets from each other
43:12 – Protecting assets from the outside world
50:18 – What questions should you be asking?
55:28 – Where to learn more
Read the full blog and get additional information on The Way2Wealth®: https://www.theway2wealth.com/episodes/
RESOURCES
About our guest:
https://www.yorkhowell.com/our-practices/
https://www.amazon.com/Entrusted-Building-Legacy-That-Lasts/dp/0692558268
More on The Way2Wealth®: https://www.theway2wealth.com/
More About Scott Ford: https://www.carsonwealth.com/team-members/scott-ford/
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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/
Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.
