NEW HAVEN, Conn. (WTNH)CT Style Host Natasha Lubczenko, welcomes
“Money Wisdom” sponsored by Johnson Brunetti.

We’re teaching you smart ways to manage your money and here with expert advice is
Matt Pastor, RICP®, Financial Advisor, with Johnson Brunetti Retirement & Investment Specialists.

Today’s topic is all about estate planning, which is especially important when thinking about retirement.

Here’s what this interview covers:

  • Shelly asks, “Can proper estate planning help to avoid nursing home costs and inheritance tax?”
  • Larry wants to know, “What are the differences between a revocable living trust and an irrevocable trust?”
  • Nancy asked the question, “Is it better to have a General or Durable POA as we age?
  • Bart wants to know, “How frequently should we revise our will?”
  • Thomas asks, “What is the best way to safeguard assets for my children?”

Today’s Free OfferEstate Planning Checklist

Visit the Johnson Brunetti website and check out their new resource center or register for a
FREE 15-minute call with a financial advisor:
  www.johnsonbrunetti.com