Hosts Lou Pierro, Aaron Connor and Frank Hemming
This summer we have shared strategies to "simplify" and "fortify" your estate planning. On this episode of Life Happens Radio, we tackled the third and final show in this series. Attorneys Lou Pierro, Aaron Connor and Frank Hemming shared ways to help "amplify" your wealth.
Using life insurance is one approach to help boost assets, or even replace your income.
Lou, Aaron and Frank also discussed ways to minimize taxes on IRA's. Examples of how to do this include Roth conversion, charitable planning and SRTs.
Listen to the podcast, and call our office if interested in scheduling a free consultation to discuss how to amplify your estate planning: (518) 459-2100.