In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in Estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.

Dan introduces the concept of asset shrinkage, explaining how poor planning can lead to significant loss of wealth over time, especially in the face of rising Nursing home costs, which he discusses in detail with average figures from across the United States. He also shares real-life examples of how trust planning has benefitted families, as well as cautionary tales where the lack of a trust caused serious financial and legal issues. Additionally, Dan provides insights into what constitutes reasonable fees for estate planning services, helping listeners understand what to expect when working with professionals in this field. If you’re looking to protect your assets and secure your family’s future, this episode offers invaluable advice.

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– – – –
Libertas Wealth Management Group, Inc.
5003 Horizons Dr., Suite 200
Columbus, OH 43220
(614) 543-1350
www.LibertasWealth.com
info@LibertasWealth.com

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Adam Koós Adam D. Koós, CFP®, CMT, CEPA

Adam’s professional journey began just 10 days before the tragic attack on the World Trade Center in 2001. This timing allowed him to guide his clients through four of the worst market crashes in U.S. history.

He holds several high-ranking certifications, such as the Certified Financial Planner® (CFP), Chartered Market Technician® (CMT), Certified Financial Technician (CFTe), and Certified Exit Planning Advisor (CEPA). He’s also been recognized locally and nationally in publications such as The Wall Street Journal, MarketWatch, Investopedia, Seeking Alpha, FA Magazine, and Proactive Advisor Magazine, just to name a few.

At Libertas Wealth Management Group, Adam utilizes his expertise, focusing on two main areas:

Career professionals who have an interest in utilizing a variety of retirement, tax, insurance, and estate planning tools to make work optional — and stay retired.

Business owners and CEOs interested in transitioning their businesses into more profitable, efficient, and lifestyle-friendly companies with plans to eventually (or immediately) exit, and…

In addition to his financial advisory role, Adam is an accomplished speaker, writer, and educator. He regularly contributes to numerous financial publications and offers financial planning classes and workshops. His dedication to sharing knowledge stems from his family’s background in teaching.

Through these endeavors, Adam continues to make a significant impact on the lives of others, fulfilling the vision he nurtured from a young age, watching his father and absorbing the lessons he was taught about attitude and ethics, and using his knowledge to provide authentic advice, treating clients as if they were his own family.