Avoid these common mistakes to protect your assets and make sure your wealth is distributed the way you want.
Howard Enders, CEO, The Estate Registry, shared four estate planning mistakes to avoid. By following these general rules, you are more likely to protect your assets and also have your wealth distributed the way you prefer. A solid estate plan should be created now and updated as your life situation changes.
Asset Protection and Financial Planning
December 6th 2021Asset protection attorney and regular Physicians Practice contributor Ike Devji and Anthony Williams, an investment advisor representative and the founder and president of Mosaic Financial Associates, discuss the impact of COVID-19 on high-earner assets and financial planning, impending tax changes, common asset protection and wealth preservation mistakes high earners make, and more.