“Planning isn’t just about money; it’s about dignity, autonomy, and making choices that matter in the final years of life.” – Richard Miller, Esq.
Tune in to the latest episode of Grow Your Business & Grow Your Wealth as Richard Miller, Elder Law Chair at Mandelbaum Barrett PC, joins host Gary D. Heldt, Jr., CPA, to share invaluable insights for protecting your family’s future.
🎙 Episode Highlights:
🔑 How to plan ahead to ensure dignity and financial stability
🔑 The importance of beneficiary designations in estate planning
🔑 Avoiding pitfalls with probate and non-probate assets
🔑 Leveraging trusts for asset protection
🔑 Managing complex family dynamics in estate planning
📲 Listen now.