The Main Street Code – Life Insurance Ownership & Beneficiaries with Lawrence Shear – S7E10

Welcome to The Main Street Code for Financial Success!

Welcome to The Main Street Code for Financial Success! This week on The Main Street Code for Financial Success, Neil Himmelstein welcomes estate planning attorney Lawrence Scherer to discuss why life insurance ownership and beneficiary designations matter more than most people realize. They explain how policy ownership can affect estate taxes, business valuation, buy-sell agreements, probate, and asset protection. Neil and Larry also cover trusts, special needs planning, and common mistakes families and business owners make when policies and documents are not kept up to date.

Join us every Friday at 3 PM EST on 103.9 L.I. News Radio to catch "The Main Street Code for Financial Success," hosted by Neil Himmelstein of Main Street Planning Group.

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Visit ⁠www.themainstreetcode.com⁠ for more information.