{"id":382,"date":"2021-07-12T02:17:00","date_gmt":"2021-07-12T02:17:00","guid":{"rendered":"http:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/?p=382"},"modified":"2021-07-12T05:25:03","modified_gmt":"2021-07-12T05:25:03","slug":"safeguarding-assets-ensuring-smooth-transfer-wealth","status":"publish","type":"post","link":"https:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/safeguarding-assets-ensuring-smooth-transfer-wealth\/","title":{"rendered":"Safeguarding your assets and ensuring the smooth transfer of your wealth."},"content":{"rendered":"

<\/h1>\n

Safeguarding your assets and ensuring the smooth transfer of your wealth to your beneficiaries requires a carefully crafted estate plan.<\/h1>\n

 <\/p>\n

\"We<\/a><\/p>\n

For those who have achieved financial success, nothing is as important as leaving a lasting legacy for your family members, a favorite charity or a foundation. Safeguarding your assets and ensuring the smooth transfer of your wealth to your beneficiaries requires a carefully crafted final estate plan \u2013 one that will include life insurance. Life insurance will play a key role in meeting estate tax obligations, allowing for family assets to remain with your heirs vs. being liquidated satisfying the cash needs of your estate.<\/p>\n

If you are in the market for a new policy, or would like to leverage an existing policy as part of your investment strategy, please give us a call so we can answer any questions you might have.<\/p>\n

\n

\n

Please contact me from the info below!<\/p>\n

Vincent De Santis, CLTC<\/strong>
\nLong Term Care Planning Specialist
\nNY State Partnership Certified
\nhttp:\/\/www.ltcsolutionsbyvince.com<\/a>
\nhttp:\/\/www.linkedin.com\/in\/vincedesantis
\nDeSantis.puravida@gmail.com
\n<\/a><\/p>\n

516-652-4944<\/a><\/strong><\/p>\n

\"Vince<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

Safeguarding your assets and ensuring the smooth transfer of your wealth to your beneficiaries requires a carefully crafted estate plan.   For those who have achieved financial success, nothing is as important as leaving a lasting legacy for your family members, a favorite charity or a foundation. Safeguarding your assets and ensuring the smooth transfer […]<\/p>\n","protected":false},"author":1,"featured_media":386,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":[],"categories":[3],"tags":[],"_links":{"self":[{"href":"https:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/wp-json\/wp\/v2\/posts\/382"}],"collection":[{"href":"https:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/wp-json\/wp\/v2\/comments?post=382"}],"version-history":[{"count":3,"href":"https:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/wp-json\/wp\/v2\/posts\/382\/revisions"}],"predecessor-version":[{"id":387,"href":"https:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/wp-json\/wp\/v2\/posts\/382\/revisions\/387"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/wp-json\/wp\/v2\/media\/386"}],"wp:attachment":[{"href":"https:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/wp-json\/wp\/v2\/media?parent=382"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/wp-json\/wp\/v2\/categories?post=382"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/pvainsurancegroup.com\/agent\/vincent-desantis\/wp-json\/wp\/v2\/tags?post=382"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}