You may have a very carefully-crafted estate plan that includes a well-detailed trust, but that same trust may include inconsistent language that may make it difficult to properly transfer your assets to your heirs according to your wishes when you’re gone. On this edition of “Your Money Manual,” host Vince Annable welcomes estate planning attorney, J. Alan Soelberg who’ll discuss the problem of improper titling of assets along with other common issues and what you can do to correct them before it’s too late.
In our follow-up discussion to our recent chat with Arthur Levine, we dig deeper to find out why private equity and private debt are two of the most significant components of the U.S. economy. We also discuss the reason why private equity provides investors with significant opportunities to diversify their portfolios which is particularly important during late market cycles. Dana Goldstein, Levine Leichtman Capital Partners’ Managing Director of Client Relations joins Vince Annable to address the key takeaways from this subject. Both Vince and Dana will also preview an important wealth planning event coming up Scottsdale.
About the show
"Your Money Manual with Vince Annable" is a program developed to share information about concepts and strategies used by high net worth individuals to preserve, protect and grow their assets through all market cycles. Vince Annable--the host--is the creator of The Household Endowment Model® and CEO of Wealth Strategies Advisory Group. Give us about 15 minutes--we truly hope you learn something! After all, as we like to say, "When it comes to investing, your money doesn't come with instructions."