A potpourri of topics this week. In this episode, Victor explains the legal risks of living together, unmarried, after age 50. Estate planning laws favor couples who are married so what does that mean for everyone else? Then, Victor discusses an article that talks about the difference between people who are self directed in their investments and those who work with an advisor. Finally, Victor finishes the show with whether a pension buy-out is right for you.
If you’re interested in attending our October 21st or October 29th seminar all around wills and trusts at Rider University, text the word INVITE to 609-554-5936. Or you can call the office at 609-818-0068, and we can get you on the list.
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Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.