Money Tree Investing cover image

Assets Protection Strategies – Douglass Lodmell

Money Tree Investing

00:00

Estate Planning in High Net Worth - Asset Protection

Barbara friedberg: One of the trends that is going on in estate plantig right now, particularly in high networth, is with people. It used to be my clients would pass assets to their children in trust, and the trusts would disperse at ages 25, 30 35 or 30 35, forty. But what we're focusing on mortar, and is becoming more common, is the idea of asset protection for your children over the course of their lifetime. Megan Gorman: Take it in mind when you're doing your estate plan because if you do have an ascet base that you know your child is going to be inheriting, might want a factor that into your planning.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app