In this episode of Investor Education: Tax and Estate Planning, Wayne Cooper provides his thoughts on ways to Restrict a Beneficiary's access to principal.

Investor Education: Tax and Estate Planning - Restricting a Beneficiary's Access to Principal

The Pagnato-Karp Group specializes in meeting the unique needs of the nation's wealthiest individuals and their families. We provide a holistic, tailored and innovative approach to intricate financial planning, estate and legacy strategies, liability management, philanthropic planning and comprehensive wealth management services. We work with entrepreneurs and their closely held businesses, prior to, during and after a liquidity event.

Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser.

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The Pagnato-Karp Group specializes in meeting the unique needs of the nation's wealthiest individuals and their families. We provide a holistic, tailored and innovative approach to intricate financial planning, estate and legacy strategies, liability management, philanthropic planning and comprehensive wealth management services. We work with entrepreneurs and their closely held businesses, prior to, during and after a liquidity event. Securities offered through HighTower Securities, LLC, Member FINRA/SIPC/MSRB, HighTower Advisors, LLC is a SEC registered investment adviser.

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Investor Education: Tax and Estate Planning - Restricting a Beneficiary's Access to Principal

Investor Education: Tax and Estate Planning - Restricting a Beneficiary's Access to Principal