wealth protection management divorce financial planner connecticut
Facebook Twitter Linkedin Instagram Youtube Envelope
wealth protection management divorce financial planner connecticut
Facebook Twitter Linkedin Instagram Youtube Envelope
Wealth Protection Management on Meet the Elite Podcast

Wealth Protection Management on Meet the Elite Podcast

Wealth Protection Management on Meet the Elite Podcast

This week Lili sat down with the Meet the Elite Podcast to discuss Divorce Financial Planning with James. If you missed the podcast live you can listen below!

 


Share the Post:

Related Posts

Pros and cons of separate bank accounts in relationships and marriage by Lili Vasileff
Articles

Lili’s Tips: The Truth About Separate Finances in a Relationship

Having separate finances in a relationship can provide independence, privacy, and reduce conflict over spending, while also helping build individual credit and manage unequal incomes or debt. However, it may also lead to communication issues, distrust, and potential conflict over financial responsibilities or control.

Read More »
April 8, 2026 No Comments
The differences between ABLE accounts and SNT Special Needs Trusts - prepared by Lili Vasileff
Articles

ABLE Account vs. Special Needs Trust (SNT)

ABLE accounts and SNTs are complementary tools — ABLE offers quick, tax advantaged access to $19,000/year for disability related expenses, while SNTs protect larger assets and cover supplemental needs without affecting Medicaid or SSI eligibility.

Read More »
March 4, 2026 No Comments