New York's Asset Protection Roundtable

New York's Asset Protection Roundtable


Mailbag: Is It A Red Flag That My Attorney Handles Investments, Life Insurance, and Taxes?

June 20, 2024

It's a mailbag edition of the show today! This week, Cole asks how to manage their estate plan given that the life insurance payout, in the event of their death, would be significantly larger than their current assets. Vivian asks whether it's a red flag