Category Archives: Estate Planning

Five BIG 401(k) Mistakes to Avoid.

Learn what to do to protect your retirement nest egg from creditors. Also, hear my rant about the latest issue of The AARP Bulletin and the disservice it is providing to its members.

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Episode 18- Jordan Riccardi, Esq. & the Black Friday Debt Prevention Survival Guide

Episode 18- Special Guest Jordan “Jordie” Riccardi, Esq. talks demystifies the probate process and I share my TOP TEN Tips on how to avoid a big hole of debt on Black Friday- November 20, 2017.

In this episode, my special guest Jordan Riccardi, Esq. demystifies the probate process and explains how it works , when it is necessary and how you may be able to avoid it.

Jordan Riccardi, Esq.
Jordan Riccardi, Esq.

He also discusses what assets are protected from creditors and why you can’t disinherit your spouse unless you take very specific measures with a pre or post nuptial agreement.

Also, I share with you my Black Friday Debt Prevention Survival Guide to give you my TOP TEN Tips to keep you out of the black hole of debt on Black Friday.

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