estateplanning

Renee Chamberlain: Could your inheritance get HIJACKED?

Inheritance "hijacking" is on the rise. How can you protect yourself? "In the next twenty years, Americans stand to inherit more than $100 trillion. Unfortunately, some rightful heirs will never see a penny of their inheritances."- Renee Chamberlain   By Renee Chamberlain While it may seem like the script for a made-for-television movie, [...]

By |2022-09-26T01:35:58+00:00August 26th, 2022|Lifestyle, Protect your wealth|

George Politarhos: Why do so many estate planners choose indexed universal life insurance?

"Indexed universal life insurance (IUL) has its' share of detractors. However, for some people it may be a powerful tool in protecting and growing their wealth." George Politarhos By George Politarhos Patria Wealth Group I'll be the first to admit, indexed universal life insurance isn't for everyone. Depending on your financial situation, goals, and risk [...]

By |2022-09-26T02:44:29+00:00July 5th, 2022|Investing, Leave a legacy|

What is an ILIT trust, and what advantages does it offer?

"I am not a lawyer and I don't play one on TV. If you are thinking about making any legal or financial decisions, you should ALWAYS consult a qualified attorney and your personal financial advisor. Having expert advice will help you avoid making mistakes from which you can't recover." George Politarhos. By George Politarhos As [...]

By |2022-09-26T03:09:11+00:00June 10th, 2022|Investing, Leave a legacy|

Jerry Yu: Economic upheaval is on the way; are you ready?

"A global recession is all but guaranteed. Now is the perfect opportunity to take steps to blunt the impact." - Jerry Yu Bubbles are bursting everywhere, from real estate to crypto to technology. Many economic analysts say a severe economic downturn, possibly on the order of the Great Depression, is all but inevitable in 2022-23. [...]

By |2022-09-27T18:18:15+00:00April 27th, 2022|Protect your wealth|
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