Over the past 20 years or so, we’ve observed many doctors making common mistakes at all stages of their careers. We have taken our observations, as well as enlightening discussions with well-established professionals in wealth preservation spaces to bring you our Asset Protection Series: Interviews dedicated to bringing awareness to various risks that can affect your wealth. Anthony Williams and our guest of the week will discuss critical questions to consider and provide tips on how to work towards obtaining comprehensive asset protection. Be sure to check out our other informative interviews here.

Pending you are disciplined in your approach to wealth planning, you may have an estate planning ‘problem’ in the future. Proper estate planning is designed to protect you now AND in the future. Your family’s safety and legacy must include collaboration with an estate planning specialist to mitigate estate planning mistakes and risks.

This week we are excited to present our estate planning interview with estate planning attorney, Bernie Rethore, J.D.! 

A founding partner of Pfarr & Rethore P.C., Bernie Rethore has been practicing law for over 20 years, and focuses his efforts on trying to help clients navigate their way through the intricacies of estate planning. Bernie focuses his practice in the area of wealth transfer and preservation, including general and sophisticated estate and tax planning, charitable estate planning, private foundations, family limited partnerships, asset preservation planning as well as business transition and continuation plans. In addition, he advises charitable organizations and high net worth private donors regarding a variety of income, estate, retirement, and gift tax issues. He regularly teaches courses on these topics to principals of charitable and nonprofit organizations, his colleagues in the legal and financial fields, and the general public. Watch our Whiskey and Wealth Wednesday introducing Bernie!

Our hope in providing these interviews is to continue our mission of helping doctors and their families grow their net worth tax-efficiently while minimizing exposure to litigation, loss of wealth, and detrimental career risks. Enjoy!

Estate Planning Interview Questions and Topics

1. What is Estate Planning?

2. Common Estate Planning Mistakes

3. Estate Planning Taxes

Watch the full interview with Bernie Rethore

Contact Bernie today to learn more about how estate planning can help preserve your wealth.

By Anthony C. Williams, CWS, ChFC, MRFC, CLU | Investment Advisor Representative | President & Founding Partner of Mosaic Financial Associates & Orthopaedist Advisory Group | Securities and advisory services offered through Cetera Advisors LLC, Member FINRA/SIPC, a broker/dealer and a Registered Investment Advisor.  Cetera is under separate ownership from any other named entity.