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
If you’ve ever wondered how high net worth investors successfully protect and even grow their assets when the markets get rough, then "Your Money Manual with Vince Annable" is the show for you. 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."
Securities offered through Center Street Securities, Inc.(CSS), a registered Broker-Dealer & member FINRA & SIPC. Investment Advisory Services offered through Center Street Advisors, Inc. (CSA), an SEC Registered Investment Advisor. Wealth Strategies Advisory Group, LLC., CSA and CSS are independent entities. No part of this communication should be construed as an offer to sell any security or provide investment advice or recommendation. Securities offered through Center Street Securities, Inc. will fluctuate in value and are subject to investment risks including possible loss of principal.
Vince Annable holds Series 6, 7, 24, 63, and 65 licenses in Arizona, California, Colorado, Florida, Illinois, Montana, Nevada, New York, North Carolina, Tennessee and Texas. For residents of other states in which registration is not held, proper licenses and registrations must be obtained by Vince Annable before proceeding further.