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Playing Defense: Protecting Your Wealth - Part II
- 1. PLAYING DEFENSE: PROTECTING YOUR WEALTH PART II Securities offered through North Ridge Securities Corp. | Members, FINRA/SIPC/MSRB | 1895 Walt Whitman Road Melville, NY 11747 | 631.420.4242.
- 2. IN PART I, WE COVERED WHY IT'S IMPORTANT TO PROTECT YOUR WEALTH... ... In Part II of "Playing Defense: Protecting Your Wealth", we will explore HOW you can protect your assets and help you discover which ways might be best for you.
- 3. ASSET PROTECTION TRUSTS... ... can be run by an independent trustee, keeping the account safe from most creditors and making it possible to shield assets for your children.
- 4. FAMILY LIMITED PARTNERSHIPS... ... can hold transferred assets, where they are no longer technically owned by you personally and are thus further out of reach of creditors.
- 5. LIFE INSURANCE... ... can ensure continued financial security for you and your loved ones. Planning ahead of time for the worst--a loss in the family-- can give someone peace of mind that their family's well being will not be disrupted.
- 6. DISABILITY INCOME INSURANCE... ... can also give peace of mind to your loved ones. A small percentage of your annual salary may be able to buy a huge amount of safety and comfort for your family by protecting you against loss of income, putting a crucial buffer between you and an unexpected hardship. These precautions could make all the difference when you and your family need it most.
- 7. THERE ARE MANY MORE OPTIONS TO KEEP YOU AND YOUR PROPERTY SAFE... ...but only if you take steps to build those defensive walls around your family, yourself, and your wealth. Your financial planner can help you decide exactly which strategies are right for you.
- 8. DOES SETTING UP A STRONG DEFENSE MEAN GIVING UP A SMALL PERCENTAGE OF THE EARNINGS YOU ARE TRYING TO PROTECT? Of course. But investing in the appropriate layers of protection can pay off exponentially in the long term.
- 9. THANK YOUR FOR READING! For more tips on financial advising, please visit: ADAMTAU.COM Securities offered through North Ridge Securities Corp. | Members, FINRA/SIPC/MSRB | 1895 Walt Whitman Road Melville, NY 11747 | 631.420.4242.