Do you know a teacher or someone that works for a school district? In the first segment, we explore how public school employees have been sold terrible variable annuities, even as the reps looked like they were endorsed by the district.

Then, do you think that “trusts” are just for rich people? Well, they’re not.

On this week’s Make It Last, Victor discusses the difference between a Trust and a Will and which may be right for you. And Victor discusses the 4 trusts that you absolutely need to consider including in your estate plan.

Show Notes:

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Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and elder law attorney and Certified Financial Planner™. For more information, visit Medina Law Group or Private Client Capital Group.

Here is the transcript from this episode…

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On Episode 2 of Make It Last with Victor Medina, we discuss how to create wealth in your 50s, and the new Department of Labor “fiduciary” rule.

Does this rule protect investors as much as the reports suggest? How can you make sure that you’re advisor works in your best interests instead of their own?

Show Notes:

Free Book Offer ($5 S&H): https://www.makeitlastradio.com/freebook

For more information about Medina Law Group’s estate planning team, visit:http://www.jerseyestateplanning.com/about-us/about-the-team/

For more information about working with Private Client Capital Group’s retirement planning services, visit: http://www.privateclientcapitalgroup.com/

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On this week’s Make It Last, host Victor Medina will discuss how to create wealth in your 50s, as well as the new Department of Labor “fiduciary” rule and how it will affect working with a financial advisor.

Could your advisor be working to line his pocket, instead of your pocket? Listen in to learn the answer.

Make It Last radio is brought to you by Medina Law Group and Private Client Capital Group. Host Victor Medina is an estate planning and elder law attorney, as well as a Certified Financial Planner. Make It Last discusses retirement planning topics, including estate planning, asset protection, financial planning, investments, and income tax planning…but in a fun way. Make It Last with Victor Medina, helping to keep your legal ducks in a row and your financial nest egg secure.