Estate Planning 101

Over 90% of Americans agree estate planning is important, but less than half of them actually have a plan. If you, like many others are wondering where to start - this episode is for you. Chris is joined by fellow PIWM advisor, Casey Mushrush, to discuss how you can get started with estate planning and breaking down the essential steps you should take right now.

 

Disclosures:

Securities and advisory services offered through LPL Financial, a registered investment advisor, member FINRA/SIPC.

The opinions voiced in this show are for general information purposes only and are not intended to provide specific advice or recommendations for any individual. To determine which investments may be appropriate for you, consult with your attorney, accountant, and financial or tax advisor prior to investing.

Premier Investments & Wealth Management and LPL Financial do not provide tax advice, please consult your tax professional. Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Premier Trust and Estate, PLC is not affiliated with Premier Investments & Wealth Management or LPL Financial. Premier Investments & Wealth Management and LPL Financial do not provide legal advice.

All performance referenced is historical and is not a guarantee of future results.

All indices are unmanaged and cannot be invested into directly.

Asset allocation does not ensure a profit or protect against a loss.

There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. 

There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. The purchase of certain securities may be required to effect some of the strategies. Investing involves risks including possible loss of principal.