Building Wealth While Leaving a Legacy: Estate Planning, Insurance & RE

The panel discussion on "Building Wealth While Leaving a Legacy: Trusts, Insurance & Real Estate" will focus on providing insights and strategies for building and preserving wealth through trusts, insurance, and real estate investments. The panelists will share valuable insight on the importance of creating a comprehensive estate plan to ensure that assets are protected and distributed according to an individual's wishes.

The discussion will include:

• The use of trusts as a powerful tool for managing assets and minimizing tax liabilities.
• The benefits of life insurance as a means of providing financial security to loved ones and leaving a lasting legacy.
• The importance of real estate investments as a means of building wealth and leaving a tangible legacy and the potential risks and challenges of real estate investing and provided advice for mitigating these risks.

You don’t want to miss this panel discussion focused on taking a comprehensive approach to building and preserving wealth through trusts, insurance, and real estate investments. By leveraging these tools effectively, you can create a lasting legacy that provides financial security for yourself and your loved ones.

Host or Publisher Cher Castillo & Co.