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Avoiding Legal/Financial Pitfalls

11/9/2015

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Everyone knows they need to do some sort of estate planning but, often and understandably avoid the subject.  After all, who among us really wants to sit down and plot out their own demise?!  The sad fact is, if you don't, all of your best intentions will likely get destroyed, leaving your family to pick up the very tedious and expensive pieces.

This was the subject of my last show, #WickedInsuranceMatterswithGregDurette, heard every Wednesday from 9:30 - 10:00am Eastern Time! 

This show, which can be heard here: Avoiding Legal/Financial Pitfalls

will help you understand:

  • How to avoid the number one estate planning mistake
  • Why one size planning does not fit all
  • How mistakes in planning could mean years of heartache and headache for your family
  • Why inheritances can mess up certain members of your family

I was fortunate to have had attorney Richard Scarano as my special guest this week to discuss this very thing.  Born and raised in Boston, he attended the prestigious Boston Latin School and later went on to earn his Bachelors, Master's and Juris Doctorate degrees.  First a school teacher (high school, undergraduate and graduate), he later pursued the practice of law, with concentrations in Estate Planning and Real Estate.  His teaching background serves him and his clients well as he is able to take otherwise complex issues and make them easy and fun to understand.   

As one of the partners at Holmgren Koretz Scarano in Osterville, MA, Rich makes the heavy lifting of building a great legal and financial team easy.  He can be contacted at (508) 420-8899

In my 32+ years in the insurance industry, I have had the good fortune to work with many legal professionals.  Most are good.  Rich is one of the very best because he understands people and their issues.  He even makes house calls!

EVERYONE needs expert information when it comes to the subject of #Insurance and #EstatePlanning.  Listen in and get informed.

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    Greg Durette

    Future Secured Financial

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© Copyright 2024 Future Secured Financial. All rights reserved. The information presented is general in nature and not intended to be a complete explanation of the subject matter or a substitute for careful personal planning and research. In some instances the material specifically refers to elements of federal tax laws and regulations. The impact of any state or local taxes should also be considered. Future Secured Financial and/or or any of its affiliates are not engaged in rendering legal, tax, investment or accounting advice. Legal, tax, investment and accounting advice applicable to your own situation should be obtained from a qualified professional in said profession.  Future Secured Financial FL license #L097037. Gregory P. Durette FL license #E102523.  Please contact us for licensing information for other States throughout the country.

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