Life Insurance & Trust-Based Planning (5/11/2024)

Happy Mother’s Day! In this weekend’s discussion, Brian Wiley and Jeremiah Bates highlight the critical role of life insurance in providing a safety net for loved ones during challenging times. They give tips for calculating the ideal coverage amount based on factors like income, lifestyle, and future financial needs. Additionally, they guys explore the advantages of trust-based planning in estate management and discuss how trusts offer greater asset protection and flexibility compared to traditional wills. Let’s make sure our families are taken care of if we suddenly aren’t here to do it ourselves.

Hosts:

Brian Wiley, Financial Advisor

Jeremiah Bates, Financial Advisor

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SPONSORS:

Guild Mortgage:

https://guildmortgage.com

Ataraxis PEO

https://ataraxispeo.com/

Tree City Advisors of Apollon:

https://www.treecityadvisors.com

Apollon Wealth Management:

https://apollonwealthmanagement.com/

Formations:

https://get.formationscorp.com/real-money-pros

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