Episode 84: "Estate Planning / The Missing Piece to Your Retirement Plan "

A solid retirement plan isn’t complete without a well-crafted estate plan. In this episode, we break down why planning and protecting your legacy is just as important as building it. From living trusts and powers of attorney to tax-smart strategies and long-term care, discover the tools that ensure your wishes—and your wealth—are honored well into the future.
Chapters00:00 Why an Estate Plan is so important09:55 Components of an Estate Plan14:50 The 2 types of Living Trusts (revocable/irrevocable)27:49 The importance of Beneficiary designations42:50 Tax efficient strategies in wealth transfer47:50 CRT Trusts (Charitable Remainder Trusts)48:30 Long Term Care Planning
#legacy #livingtrusts #RetirementMistakes #RetirementPlanning #RetirementBudget #NearRetirement
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Learn the key components you need to include in your retirement plan. Check this video out: https://youtu.be/QkJzvbZ_gDs#legacy #LivingTrusts #RetirementPlanning #RetirementRisks #FinancialSecurity #RetirementBlueprint #LongevityRisk #MarketRisk #TaxPlanning #LongTermCare #Social Security #Retirement #RetirementReady #FinanicalAdvisors #RetirementSavings #Retirement #HowtoPrepareforRetirement #RetirementTips #RetirementStrategy
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