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NAAMA MI News

Estate/ Asset Protection Strategies for Physicians Presentation

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On Aug 22nd  2012 , NAAMA MI held a financial presentation in Habib Restaurant Dearborn. Presenters James M. Gasparotto and John M Bussa from Lincoln Financial  Advisors  summarized the  essential steps in sound financial health and estate planning.

– Keys to a sound Financial Planning

– Phases in Life to Plan

– The Accumulation Process

– Tools to Help analyze one’s situation

– Estate and Protection Techniques

– Levels of Estate / Asset Protection Planning

-Distribution Planning at Death

 

 

 

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