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The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual, nor intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor. There is no assurance that the techniques and strategies discussed are suitable for all investors or will yield positive outcomes. Insurance guarantees are based on the claims paying ability of the issuing company.
July 17, 2018 Part 1 with Andrew Stephenson, Attorney
July 17, 2018 Part 2 with Scott Johnson, Owner of Legacy Outfitters