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Various components make up a good financial plan – budgeting, debt management, emergency funds, investments, insurance and estate planning to name a few. And while our team speaks to many of these topics regularly, we have Daniel Altneu (Partner) at Bedell Cristin Cayman Partnership joining Lewis Cohen (Investment Advisor) at LOM Financial Cayman and DJ Tim Hartman to discuss estate planning in more detail.
Planning for Retirement: Never Too Early, Never Too Late
The episode kicks off with a question we all ponder: Is planning for retirement a necessity, doesn’t my pension cover costs? Lewis Cohen emphasizes the importance of starting early and what costs can increase as you go into retirement. But don’t worry if you haven’t started yet – we’ve got you covered. Check out our article, “Am I Ready to Retire?” For a head start.
The Importance of Having a Will: Expert Advice from Daniel Altneu
Next, we dive right into the critical topic of wills with Daniel Altneu. He provides a concise legal explanation from a Cayman Islands Law perspective, emphasizing the importance of having a will through real-life examples and government decisions.
Daniel delves deeper into the integral parts of your will, including specific considerations for families with minor children. He also explores the implications of not having a will.
LOM Financial Cayman is a Registered Person with the Cayman Islands Monetary Authority, and is licensed to conduct investment business by the Bermuda Monetary Authority.
The information contained in this article is for information purposes only, and represent the views of the author. It is not intended as specific investment or financial advice, or a recommendation or solicitation to buy or sell any security. Any investments or strategies listed in this article may not be suitable for all investors. Past performance is not indicative of future performance, and as with any investment, prices may fluctuate. It is recommended that advice is sought from a qualified investment professional prior to implementing any financial plan. LOM has made every effort to ensure that the contents herein have been compiled from sources believed reliable, however LOM does not warrant the accuracy, adequacy, timeliness, or completeness of this information expressly disclaims liability for errors or omissions in this information.
