June is Elder Abuse Awareness Month, making it the perfect time to focus on protecting yourself and your loved ones from financial scams, especially those that target older adults. In this Wealth Update, Mike and Neil share essential strategies to safeguard your finances and recognize red flags before it’s too late.
Plus, they unpack the potential impact of Trump’s proposed “Big Beautiful Bill” and what it could mean for your taxes, estate plan, and long-term legacy.
Watch our previously posted Wealth Update to learn about freezing your credit.
In case you missed The Deep Dive by CAP STRAT decoding the impact of the “Big Beautiful Bill”, you may click here to watch it now.
CAP STRAT is not a tax advisor and does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction. CAP STRAT assumes no liability for any information or recommendation contained in this presentation.
