Estate Planning: Industry Experts' Guide to Asset Protection
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Estate Planning: Industry Experts' Guide to Asset Protection
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Ready to get your free Retire Wyze assessment? Start here: https://wyzewealthadvisors.com/free-retirement-assessment/
Looking to safeguard your legacy and shield your family from financial stress? In this episode, the team sits down with Certified Elder Law Attorney Andrew Sykes to reveal how smart estate planning and legal strategies can make all the difference. Discover how the power of proactive planning and understanding Medicaid rules can protect everything you’ve worked for. Don’t leave your future to chance. Tune in now for expert tips on ensuring your assets go exactly where you want them.
Here’s what we cover in this episode:
🧭 Are You Prepared?: key questions every family should address early
🛡️ Asset Protection Strategies: safeguarding what you’ve built for the future
🧓 Medicaid & Trusts: using the right tools to preserve assets and qualify for care
⚖️ Quality of Care: balancing asset protection with realistic long-term options
💰 Protecting Retirement Assets: how qualified funds fit into your overall plan
Connect with us:
Web: https://wyzewealthadvisors.com/
Phone: 724-271-7019
Watch the show on YouTube: https://bit.ly/3Ssra3H
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