How to Protect your Assets from Predators and Opportunists Using Trust with Natalie "Money Momma" Goldberg - Episode 190
The Practical Wealth Show · Curtis May, Natalie "Money Momma" Goldberg
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Show Notes
Are you prepared to leave your legacy behind? Dying without a trust or a will for your estates can be costly, especially for your loved ones you'll be leaving, but what's the best option?
Natalie "Money Momma" Goldberg joins Curtis to talk about wills, trusts, and asset protection. She runs down the differences between different trusts and which one can work for you, depending on your needs and requirements. She also reiterates the value of putting everything on paper not only for your protection as the policyholder but also for the peace of mind of the loved ones you'll be leaving behind.
Curtis's motto is that what you learn today and how you position yourself will determine your future financial well-being 5, 10, 20 years from today. To learn more about how to manage your wealth in a practical way, visit www.practicalwealthadvisors.com
Links and Resources from this Episode
- www.practicalwealthadvisors.com
- Email Curtis for a free report - [email protected]
- Call his office - 610-622-3121
- Connect with Natalie "Money Momma" Goldberg
- https://www.goldbergllp.com/
- https://www.linkedin.com/in/natalieelishagold
- [email protected] Special Listener Gift
- Schedule a 15-Minute Call with Curtis
- Free Ebook Financial Planning Has Failed Show Notes
- Introducing the guest: The supermom, Natalie "Money Momma" Goldberg. - 0:29
- The importance of asset protection. - 1:05
- Trust is the number one vehicle for asset protection. - 2:42
- Why are people doing Medicare trust? - 4:14
- Is Domestic Asset Protection Trust revocable or irrevocable trust? How does it work? - 6:53
- There are different kinds of trusts, depending on the situation. - 8:43
- Living a legacy of wealth and the wisdom that comes along with that. - 10:05
- Can you have more than one pour-over will and revocable trust? - 12:44
- Do you need to change your pour-over will if you're now an investor? - 15:01
- The purpose of business is to buy real estate. - 18:35
- Two types of cases in California that are constantly being bought. - 20:04
- The best way to reach out to Natalie. - 20:44
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