Chatting with CPA & Attorney Merrell Bailey: Asset Protection and Estate Planning Part 2

The Roth Guy with Jude Wilson

We are excited to be back with Merrell Bailey, a seasoned estate attorney, CPA, and MBA, for part two of our conversation. In this episode, Merrell discusses the importance of an umbrella policy for asset protection, proper account titling, and the four ways assets transfer after death. Discover when to seek professional help, like a durable power of attorney, and scenarios where a qualified estate attorney's guidance is invaluable. Listen in as she stresses early planning and the benefits of seeking expert advice for a secure retirement.

Contact:

Website: https://centrusfs.com/podcast/

Call: 800-779-4592

Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. Centrus Financial Strategies and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through Centrus Financial Strategies are not affiliated with PCA. Information received from this podcast should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.