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Episode 61: IN FOCUS: “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries”
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we will cover “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries” featuring Lisa Presser and Brian Balduzzi both of the law firm Faegre Drinker Biddle & Reath based in Princeton, NJ and Philadelphia PA.
Today’s show will discuss some of the estate and tax planning considerations for couples with irrevocable trusts established before or during their marriage. With more couples choosing to marry, or re-marry, later in life, and beneficiaries set to inherit from one of the largest wealth transfers in modern US history, intentional and proactive planning to plan, prepare, and protect assets within a family is more important than ever. This program will cover some of the challenges, strategies and best practices when advising families on planning prior to a marriage of a loved one, preparing clients’ estate and gift planning, or protecting family assets in the event of a divorce.
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
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By Jonathan On Money
5
1212 ratings
Join Jonathan I. Shenkman, President & CIO of ParkBridge Wealth Management, as he goes “IN FOCUS” to explore more advanced wealth planning topics.
Today, we will cover “Marital Miss: The Importance of Planning, Preparing and Protecting for Families Before (and After) a Loved One Marries” featuring Lisa Presser and Brian Balduzzi both of the law firm Faegre Drinker Biddle & Reath based in Princeton, NJ and Philadelphia PA.
Today’s show will discuss some of the estate and tax planning considerations for couples with irrevocable trusts established before or during their marriage. With more couples choosing to marry, or re-marry, later in life, and beneficiaries set to inherit from one of the largest wealth transfers in modern US history, intentional and proactive planning to plan, prepare, and protect assets within a family is more important than ever. This program will cover some of the challenges, strategies and best practices when advising families on planning prior to a marriage of a loved one, preparing clients’ estate and gift planning, or protecting family assets in the event of a divorce.
Stay connected:
1) Questions? Comments? Media Inquiries? Reach out to [email protected]
2) Signup for my monthly NEWSLETTER here: https://www.ParkBridgeWealth.com/newsletter
3) Get notified of upcoming LIVE webinars: https://www.parkbridgewealth.com/webinars
4) Click to follow/connect: Instagram | X | YouTube | LinkedIn | Blog
Hosted on Acast. See acast.com/privacy for more information.
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