New York's Asset Protection Roundtable

No Money, Still Problems: Estate Planning Goals That Aren’t About Money


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Many people automatically think of how to handle or “plan” for their assets when estate planning comes to mind. However, the inheritance of someone’s assets is only one piece of the puzzle. This is why someone asking, “how much money do I need to have before I create an estate plan?” is always the wrong question. On this episode, let’s cover several estate planning goals that have nothing to do with someone’s assets.

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New York's Asset Protection RoundtableBy Ted Alatsas

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