Resources

Charlie Massimo, Senior Vice President and Financial Advisor at Wealth Enhancement, was featured by InvestmentNews in an article titled, “Why the Biggest Risk in Wealth Transfer Isn’t Taxes. It’s Silence.”

The article explores how Medicaid Asset Protection Trusts (MAPTs) can help homeowners preserve assets—particularly their home—while qualifying for Medicaid coverage for long-term care, highlighting the benefits, risks, costs, and importance of planning early.

Discover the basics of estate planning, from starting with your “why” to aligning your legacy with your values. Learn to create a personal plan for the future.

Charlie Massimo of Wealth Enhancement was featured by CNBC in “Trump’s ‘Big Beautiful Bill,’ Other Changes Benefit Accounts for Individuals with Disabilities.”

Charlie Massimo of Wealth Enhancement was featured by CNBC in “What Private Assets in 401(K) Plans Mean for Investors: ‘You’re Only Asking for Trouble,’ One Advisor Says.”