The Retirement Vault: A Guide to Protecting Your Assets in an Age of Uncertainty

The truth is that the combination to your retirement vault is not given to you...it is yours to create. Your combination is the exact mix of programs, services and investments that will unlock the piece of mind and security that comes from knowing you are prepared and protected. Here are some possible stops on the combination dial to consider. Can you answer these questions? What is the best way to avoid court probate? What is risk and how much should you have? What are the benefits of trusts and annuities? What is the best way to leave property to your heirs? What is the difference between Medicaid and Medicare? What is the best time to purchase long-term care insurance? What is the best way to avoid or minimize federal estate taxes? What are the pros and cons of owning property in joint tenancy? If you do not know the answer to even one of these questions, you may be exposing yourself, your loved ones and your assets to unnecessary risk and uncertainty. Don't let a few unanswered questions keep you from creating your unique combination. Follow along with Joseph Leonard as he leads you through a discussion of the issues, guides you through your options and ultimately demystifies the retirement planning process.