Are Ultra Wealth Individuals the Only Ones Who Need an Estate Plan?




The Wise Investor Show  show

Summary: This week, The Wise Investor Group invites an Estate Attorney to join us and explain the impact of the American Taxpayer Relief Act of 2012 on the need to plan correctly to leave the legacy that you want to create. We delve into how to protect the assets for your heirs as well as educate them prior to the emotional events that take place when they inherit the assets. Tune in to hear how to developing the right Estate Plan for your needs! . Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics.