Many people are not aware that Revocable Living Trusts do not provide any protection from the claims of creditors.  This can become a major concern when someone inherits valuable assets such as real estate, cash or securities.  Without the proper asset protection structures built around valuable inherited assets, they could be at risk.

Many people are not aware that Revocable Living Trusts do not provide any protection from the claims of creditors. This can become a major concern when someone inherits valuable assets such as real estate, cash or securities. Without the proper asset protection structures built around valuable inherited assets, they could be at risk.

PPR 270: WYS - Risky Inheritance

Welcome to the Personal Pension Radio Podcast, where it is all about planning correctly today so that you can sit back and reap the retirement lifestyle benefits later! 

Discover time tested strategies to help you lower your taxes, cut your expenses, and maximize your lifestyle today without sacrificing your retirement lifestyle or legacy tomorrow. Join us as we help you avoid the junk advice offered by unlicensed financial entertainers and the Wall Street marketing machine. We uncover financial strategies that empower you to break away from the herd. Success does not come from a product or a singular strategy. Savings, investing, tax planning, estate planning, insurance, goal setting, income engineering, and lifestyle design must all be considered from a macro perspective.

Wealth accumulation is an important component of a financial plan; however, the size of your 401k account, stock portfolio or defined benefit plan, the balance of your accounts can overshadow the most important - the income they can provide. As you plan for the sale of your business or retirement, the question you should ask is, "What will my income be and will I be able to preserve my lifestyle?"

You can retire or sell your business with your lifestyle intact. Don't settle for the inaccurate and incomplete advice of Financial Entertainers like Dave Ramsey, Suze Orman, or Jim Cramer. There is a better way!

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Welcome to the Personal Pension Radio Podcast, where it is all about planning correctly today so that you can sit back and reap the retirement lifestyle benefits later! Discover time tested strategies to help you lower your taxes, cut your expenses, and maximize your lifestyle today without sacrificing your retirement lifestyle or legacy tomorrow. Join us as we help you avoid the junk advice offered by unlicensed financial entertainers and the Wall Street marketing machine. We uncover financial strategies that empower you to break away from the herd. Success does not come from a product or a singular strategy. Savings, investing, tax planning, estate planning, insurance, goal setting, income engineering, and lifestyle design must all be considered from a macro perspective. Wealth accumulation is an important component of a financial plan; however, the size of your 401k account, stock portfolio or defined benefit plan, the balance of your accounts can overshadow the most important - the income they can provide. As you plan for the sale of your business or retirement, the question you should ask is, "What will my income be and will I be able to preserve my lifestyle?" You can retire or sell your business with your lifestyle intact. Don't settle for the inaccurate and incomplete advice of Financial Entertainers like Dave Ramsey, Suze Orman, or Jim Cramer. There is a better way!

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PPR 270: WYS - Risky Inheritance

PPR 270: WYS - Risky Inheritance

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