Wealth Protection Management Articles

Wealth Protection Management Articles

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Articles & Blog

Dirty John Podcast

“Dirty John: Narcissism & Control Over Money in Romantic Relationships with Divorce Financial Expert, Lili Vasileff” on Breaking Free: A Modern Divorce Podcast #142

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Articles & Blog

Protecting Threatened Wealth

Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. Contrary to expectations, long term marriages are not immune to divorce and the largest increase (55%) is in first time marriages of over 20 years. With transition and the uncertainty of a divorce outcome, being able to meet one’s needs and protect wealth are the two priorities expressed most often by older individuals who divorce.

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Articles & Blog

Remarried after kids – avoid accidentally disinheriting them

If you’ve tied the knot again and hope to pass on assets to your kids from a previous marriage, don’t overlook the importance of planning for when you pass away.

Many people lack even a basic will and the stakes can be higher if you do no estate planning when you remarry. As a result, your children could unintentionally be disinherited.

“A conversation about estate planning is absolutely critical in remarriages,” said certified financial planner Lili Vasileff, founder and president of Divorce and Money Matters in Greenwich, Connecticut.“It’s emotional and hard to talk about, but the last thing you want to do is leave adult kids with a disaster.”

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