High Net Worth Estate Planning Series
Asset Protection for Accumulated Wealth
Guest: Rachel Truhlsen
Rachel advises her clients in the potential tax issues that may affect these areas of practice, including ways to minimize both income taxes and potential estate or inheritance taxes. She will explore with you, methods to avoid probate, to minimize court costs and attorney’s fees after the death of a loved one.
November 1, 2022
Asset protection is about arranging access, ownership, control, and management of assets in a manner that reduces exposure of assets to the risk of claims from creditors. On today’s episode our host Mary Vandenack, CEO, Founder and Managing Partner at Vandenack Weaver Truhlsen is interviewed about this topic by one of her co-members, Rachel Truhlsen. Tune in as they discuss who needs asset protection planning, the goals and levels, the role of trusts, how business entities can be used and other considerations that may help you safeguard your assets.