Rubino & Liang Wealth Partners

Navigating The New Era of Estate Planning

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Trying to make sense of how to start your estate planning journey?

The Estate Planning that your parents used to do, probably isn’t the same type of estate planning that you should think about NOW. Society, medical, and laws have changed and how you would structure an estate plan needs to evolve with those changes.

In this video, Adam chats with Attorney Phil Amaru to discuss how estate planning today can be used to protect yourself from allowing potential nursing home, creditor, and other unforeseen expenses from eating away at your assets and leaving you without anything to pass on to your loved ones.

Its the first of a new mini-series of videos 



Thinking about your retirement situation?

Let’s chat. Find a time on our calendar to reserve a 15 min. phone call with either Sam, John, or Ryan - we'll use this time to get to know you and your needs and talk about the retirement planning obstacles you may be facing.

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