Trusts ​can ​be ​complex. We're back with Claire DeLorenzo of Forman Law Group in this episode to break down the basics! She explains how trusts help avoid probate, protect assets, and provide for beneficiaries over time. Plus, she shares tips on when and why to update your trust as life changes.

Forman Law Group: https://www.ourlegalwebsite.com/

More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

Estate planning doesn’t have to feel overwhelming. In this episode, attorney Claire DeLorenzo of Forman Law Group joins the conversation to explain why it’s a crucial step in securing your financial future, how to get started, and what benefits a well-structured plan can bring.

Foreman Law Group: https://www.ourlegalwebsite.com/

More About Claire: https://www.ourlegalwebsite.com/claire-delorenzo.html

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact

With so much talk about passive investing in the market today, active management is fading… or is it? Ed Miller joins us on the show to highlight Measured Wealth's Ultra Portfolio, an actively managed strategy that goes anywhere- from small-cap innovators to large-cap leaders. Learn how rigorous stock screening, momentum, and valuation analysis, and targeted ETF exposure come together to create a dynamic portfolio that aims to uncover opportunities traditional passive strategies might miss.

Resources

🌐 Our website: https://www.measuredwealth.net/

📞 Phone: 603-431-1444

🔎 Explore our range of services: https://www.measuredwealth.net/services

📅 Schedule a meeting with our team: https://www.measuredwealth.net/contact