Plan Now Win Later
Plan Now Win Later Podcast
Avoid Costly Mistakes: Expert Tips on Trusts and Protecting Your Estate
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Avoid Costly Mistakes: Expert Tips on Trusts and Protecting Your Estate

9/18/24

Welcome back to Plan Now Win Later on LI News Radio 103.9 FM.

In today’s episode, you’ll hear about:

  • Learn how proper trust management safeguards your assets.

  • Discover common pitfalls in estate and Medicaid planning.

  • Get expert advice on selling property held in an irrevocable trust.

If you’re one of the listeners who’s called in to meet with me, thank you. I appreciate your trust and continued support.

If you haven’t called in yet and would like a free consultation with Kurt, you can call: (631)-265-7200 or visit plannowwinlater.com for an immediate appointment & consultation.

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Regardless of age, health, or wealth, every adult individual should have an estate plan.

Call me, Kurt Widmaier, at (631)-265- 7200, or you can visit plannowwinlater.com for an immediate appointment & consultation

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