Aging parents present unique challenges, especially for the sandwich generation, who juggle caring for their parents while raising their own children. In this episode of Off the Wall, Dean Catino, CFP®, CPWA, and Jessica Gibbs, CFP® speak with Catherine F. Schott Murray, a Shareholder and expert in Estate Planning, Tax, Estate and Trust Administration, and Elder Law at Odin, Feldman, & Pittleman.
Many people wonder: is life insurance a problem in search of a solution, or a solution in search of a problem?
The thing is, life insurance can be very beneficial when done right… so let’s get down to it.
In episode 8, insurance expert Matthew Friedson from Greenberg Wexler & Eig joins Monument Wealth Management’s “Off the Wall” Podcast to share a wealth of insightful tips based on 15 years experience in the industry and answer questions like:
– What are the top things you need to ask or be aware of before buying a life insurance policy?
– What should you being doing with a policy you already own?
– How would a change in estate tax law impact life insurance strategies?
Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
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