Description

Poor estate planning can leave your family with confusion, conflict, and unnecessary costs — but it doesn’t have to.

In this episode of The Agent of Wealth Podcast, host Marc Bautis is joined by Eric Kaplan, Senior Counsel in Greenspoon Marder’s International Wealth and Asset Planning Group. With nearly 25 years of experience, Eric shares valuable insights on the biggest mistakes people make with their estate plans, what happens when someone passes away without a will, and how strategic asset protection — both domestic and offshore — can safeguard your wealth for generations.

In this episode, you will learn:

• Why failing to create or update an estate plan can have serious consequences for your loved ones.
• The key documents every comprehensive estate plan should include.
• How to avoid probate and ensure your assets are distributed according to your wishes.
• The role of asset protection trusts — including offshore structures — in shielding wealth from creditors and lawsuits.
• And more!

Tune in to discover how proactive estate and asset protection planning can help you protect what matters most.

Resources: 

Episode Transcript & Blog | eric.kaplan@gmlaw.com | www.gmlaw.com | Bautis Financial: 8 Hillside Ave, Suite LL1 Montclair, New Jersey 07042 (862) 205-5000 | Schedule an Introductory Call