ABOUT THE GUESTS

Nicole Newman
ABOUT Nicole

Attorney Nicole Y. Newman focuses on guiding her clients through the complicated and often confusing maze of balancing family protection, wealth preservation, and cherished family values in the planning process. Prior to opening her practice, Nicole was an associate at a Newport Beach firm that protected high-net worth families and their businesses through the design of sophisticated [...]

ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson CFP®, AIF®, has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 34 out of 50 Fastest Growing RIA's nationwide by Financial [...]

Joe Anderson invites special guest Nicole Newman, Esq. to discuss the ten most common estate planning mistakes to avoid.

Viewers will learn…

  • How to protect your assets from probate
  • Estate planning help: Wills versus trusts – what should you have?
  • Methods to protect your assets from in-laws, creditors and predators
  • How to shield assets from long-term care expenses
  • How estate tax law changes impact your existing estate plan