Скачать или смотреть How Smart Families Prepare Their Spouse Before It’s Too Late

Imagine your spouse trying to access your accounts, manage investments, and make critical tax decisions within 40 days of your death—all while grieving.

With 70% of widows switching advisors after losing their spouse, the financial chaos that follows is preventable. Here's exactly how wealthy families prepare the non-financial spouse with our proven six-pillar protection plan that ensures they're never left behind.

DISCLAIMER: This video is for educational purposes only and is not intended as financial, legal, or tax advice. The information is for a general audience and does not consider your individual circumstances. Please consult with a qualified professional before making any financial decisions.

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🤔 ABOUT INVESTING IS THE EASY PART 🤔
Building your wealth was the first step. Making it last is the real challenge. This channel helps you lead your family's financial future with the actionable strategies smart families use in the critical years before and after retirement.

We explore advanced tax strategies, creating durable retirement income, designing an estate plan with trusts, and implementing asset protection to shield your wealth. Our goal is to give you confidence to build a financial legacy that lasts for your spouse, heirs, and generations to come.

Guidance from Paul Marrella CFP® & Sam Marrella CFP® - Apella Wealth.

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LEGAL DISCLOSURES
Apella Capital, LLC ("Apella"), DBA Apella Wealth is an investment advisory firm registered with the Securities and Exchange Commission. The firm only transacts business in states where it is properly registered or excluded or exempt from registration requirements. Registration of an investment adviser does not imply any specific level of skill or training and does not constitute an endorsement of the firm by the Commission. Apella Wealth provides this communication as a matter of general information. Any data or statistics quoted are from sources believed to be reliable but cannot be guaranteed or warranted. Investing involves risk, including the potential loss of principal.

CITATION
70% of women who inherit wealth from their husband leave their advisor within one year
Women as the next wave of growth in US wealth management - July 29, 2020

Blair Duquesnay, “Women shall inherit the power of the purse,” Financial Advisor, April 11, 2019, fa-mag[DOT]com.


For more information about our firm and advisors, please visit https://apellawealth[DOT]com/regulatory-information

#PaulMarrella #SamMarrella #InvestingIsTheEasyPart