Are You “Will”ing?- Episode 40

How do we set ourselves up financially so that our own future needs are taken care of?  It’s why we work, it’s why we save, it’s why we invest, and — of course — it’s why we plan.

But there’s a future out there that, alas, doesn’t include us.  We won’t be here forever. But members of your family, and anyone else you may care about, will continue to carry on, and it’s for those people that we conclude the CAPitalize Your Finances Framework with an episode about Legacy Planning.

I’m talking mainly about wills and trusts here.  And while I’m not an estate planning attorney, what I’ll do today is lay out some of the most common strategies and tools I have seen and used in my career, along with certain strategic tools that the top Estate Planning Experts I know have given to me over the years.

Are you ready?  Are you WILLing?  Then let’s CAPitalize!

Important Information:

The information provided should not be considered specific tax, legal, or investment advice and is not specific to any individual’s personal circumstances.

You should always seek counsel of the appropriate advisor prior to making any investment decision. All investments are subject to risk including the loss of principal. This material was gathered from sources believed to be reliable, however, its accuracy cannot be guaranteed.

Different types of investments and/or investment strategies involve varying levels of risk, and there can be no assurance that any specific investment or investment strategy will be profitable for a client’s or prospective client’s portfolio, thus, investments may result in a loss of principal.

Accordingly, no client or prospective client should assume that the information presented serves as the receipt of, or a substitute for, personalized advice from CAPitalize Your Finances or from any other investment professional.

Christopher Panagiotu is a registered representative with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. The investment professionals are affiliated with LPL Financial and are conducting business using the name CAPitalize Your Finances, a separate entity from LPL Financial. LPL 1-05283297 (7/22​)

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