How to keep your spouse’s next spouse from spending your money after you die

As a caring parent, helping to ensure your son’s future financial confidence is a top priority. Explore options such as trusts, life insurance, and open communication to create a plan that helps ensure your son receives the inheritance he deserves. Take charge of your legacy and help to secure your family’s financial future today.

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Source Article: https://www.latimes.com/business/story/2023-07-02/how-to-keep-your-spouses-next-spouse-from-spending-your-money-after-you-die

Our firm is not affiliated with the U.S. government or any governmental agency. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Investing involves risk, including the potential loss of principal. Any references to protection benefits, safety, security, and lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified tax professional for guidance before making any purchasing decisions. Our firm is not affiliated with the U.S. government or any governmental agency. This material is intended to provide general information and is believed to be reliable, but accuracy and completeness cannot be guaranteed. Investment advisory services made available through AE Wealth Management, LLC (AEWM). AEWM and Gregory Ricks & Associates are not affiliated companies. 01898527 – 7/23