Most people know how to build wealth.
Far fewer know how to protect it.
One mistake can undo years of hard work.
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The biggest threats to your wealth are often the ones you never see coming.
Ann-Margaret Carrozza has worked with thousands of clients who assumed they were protected—until taxes, lawsuits, probate, long-term care costs, or outdated planning proved otherwise. She explains where people are most vulnerable, the mistakes that create unnecessary risk, and what can be done today to better protect what you’ve worked so hard to build.
What You’ll Learn
About Ann-Margaret Carrozza
Ann-Margaret Carrozza is a wealth and Estate-planning attorney, former New York State legislator, and author of The Smart Woman’s Guide to Building and Protecting Wealth. She has advised more than 20,000 clients on asset protection, estate planning, taxes, trusts, long-term care planning, and wealth preservation. Her work has been featured on major media outlets including Good Day New York, Good Morning America, Fox & Friends, Today, and Dr. Phil.
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