- As you begin to think about building your long-term wealth, an important place to start is making sure your house is in good order.
- Did you know that your state already has drafted documents for you that contemplate what would happen at premature death and that it rarely aligns with what you would choose for yourself?
- Perhaps you’re wealthy but not yet liquid - have you thought about how to protect yourself from the 3 biggest creditors in your life?
- In this session, Adam will walk through and answer questions about key documents you should be drafting (wills, healthcare proxies, revocable trusts) and important considerations for each and how to avoid mistakes of clients past by protecting your wealth from potential risks like an person who personally sues you, the government or state at your death or a future ex-spouse.
Venwise Round Tables
Here you'll find archives of previous Venwise Round Table recordings.