Oct 31, 2024
In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.
Dan introduces the concept of asset shrinkage, explaining how
poor planning can lead to significant loss of wealth over time,
especially in the face of rising nursing home costs, which he
discusses in detail with average figures from across the United
States. He also shares real-life examples of how trust planning has
benefitted families, as well as cautionary tales where the lack of
a trust caused serious financial and legal issues. Additionally,
Dan provides insights into what constitutes reasonable fees for
estate planning services, helping listeners understand what to
expect when working with professionals in this field. If you're
looking to protect your assets and secure your family's future,
this episode offers invaluable advice.
https://www.baronlawcleveland.com/contact/
https://www.linkedin.com/in/dan-baron-55abb326
Libertas Wealth: https://bit.ly/3HpmN2o
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--- Adam Koos, CFP®, CMT® is a CERTIFIED FINANCIAL PLANNER and one
of only 2,600+ Chartered Market Technicians (CMT) worldwide, as
well as a Certified Financial Technician (CFTe®) thru the
International Federation of Technical Analysts (IFTA). He’s been
named by Columbus Business First as one of their 20 People to Know
in Finance, was a recipient of the Forty Under 40 award, is ranked
by Investopedia as one of America’s top 100 Most Influential
Advisers, and is the winner of the coveted Better Business Bureau
Torch Award for Ethical Enterprising. Adam serves his clients as
the president and portfolio manager at Libertas Wealth Management
Group, Inc., a Fee-Only Registered Investment Advisory (RIA) firm,
located in Columbus, Ohio.
******* The audio and video contained herein is intended for those interested in finance, searching for a financial advisor, wealth manager, financial planner, and/or retirement planning. While we are CERTIFIED FINANCIAL PLANNERS (through the College for Financial Planning) and work with clients all over the country, our business is run out of Columbus / Central Ohio. If you are looking for wealth management, financial planning, a financial counselor, wealth advisor, or financial consultant – especially a fee-only, Fiduciary Registered Investment Advisor – we provide money management and financial services for individuals and couples (i.e. – a 401k rollover), as well as business owners (i.e. – 401k, SIMPLE, SEP IRA’s, as well as cash balance and other various retirement plans.