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Significance of Wealth | Episode 11

Wealth Protection Deep Dive with Hillel L. Presser, Esq., MBA

Did you know? You’re 7x more likely to face a lawsuit than a car accident.

In this highly anticipated follow-up episode, host Tom Ruggie welcomes back asset protection attorney Hillel L. Presser, Esq., MBA for a deeper dive into safeguarding your wealth. Building on their previous conversation, Hillel shares actionable strategies to help high-net-worth individuals shield their assets from litigation and unforeseen risks.

Episode Highlights

Hillel L. Presser, Esq., MBA is a nationally recognized expert in asset protection and has been featured in prominent publications such as Forbes, Sports Illustrated, The Robb Report, and The Los Angeles Times. His insights have also been shared on major radio and television networks like FOX, NBC, ABC, and CBS. 

This episode provides clarity on commonly misunderstood aspects of asset protection, including the critical distinctions between revocable and irrevocable trusts and the often-overlooked vulnerabilities of LLC structures. Hillel Presser, Esq., MBA, offers sophisticated insights and actionable strategies tailored to the needs of individuals and families at all wealth levels. Whether you’re optimizing an existing plan or exploring new strategies, this discussion delivers valuable knowledge to help protect your financial legacy.

  • Asset Protection Fundamentals: Discover the difference between revocable and irrevocable trusts and how they impact wealth management.

  • The Reality of Lawsuits: Understand why lawsuits are increasingly common and how they pose a risk to your financial security.

  • Common Mistakes to Avoid: Learn about the pitfalls of relying solely on insurance or improperly structured trusts.

  • Tailored Strategies for Different Wealth Levels: Explore how asset protection plans can be customized for individuals and families at various financial stages.
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Free Resource Book from Hillel

Hillel also offers a free resource book to help listeners take the first steps in protecting their wealth. To claim this offer, follow these steps:

  1. Visit www.assetprotectionattorneys.com.
  2. Complete the contact form located on the home page.
  3. Mention The Significance of Wealth podcast in your message.
  4. Hillel will send you a complimentary copy of his book to get you started on securing your assets.
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The expressed views, thoughts, and opinions belong solely to the host and/or guests and are not investment recommendations or opinions issued by Destiny Wealth Partners or its affiliates. Investment advisory services are offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor. Destiny Wealth Partners also conducts business under the name Destiny Family Office. Destiny Family Office podcasts are the sole property of Destiny Family Office, and information provided is for informational and educational purposes only. Destiny Family Office and its affiliates are not responsible for any human or mechanical errors or omissions. Parties may not reproduce these podcasts in any form without the express written consent of Destiny Family Office. Learn more at https://destinyfamilyoffice.com/disclosures/

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Copyright © 2023 Destiny Family Office | Investment advisory services offered through Destiny Wealth Partners, LLC, an SEC Registered Investment Advisor.
Destiny Wealth Partners also conducts business under the name Destiny Family Office.

Listing in any publication is not a guarantee of future investment success. Recognitions should not be construed as an endorsement by any client.

For additional information on the methodology used to determine inclusion in these rankings go to our disclosures.
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