September 2019 Episodes

Episode 22: How Does an Asset Protection Trust Work?
Many people have utilized the important planning tool of an Asset Protection Trust to shield their valuable assets from long term care spend down costs. But how do they really work and how flexible are they? In this episode, Julian examines the details of this unique asset protection device.

Episode 21: The Secure Act
The Secure Act is about to change the way IRA’s are treated by accelerating the income tax liability to IRA beneficiaries.