Estate Planning

Ep 081: The Single Person's Guide to Retirement

The single person's guide to retirement:
- Creating a strong and obvious path for those you leave behind
- Having a plan to distribute your assets and collections
- Protecting your assets from memory loss, or disability
- Setting the safety net for loved ones: Are your beneficiaries in place?
- The different faces of Long-Term Care Insurance: Is it right for you?
- Creative housing ideas, and the impact of changing income streams

Ep 061: The Importance of Estate Planning

Estate Planning: Providing a quality of life, while protecting your interests
- Probate Court: Title your accounts properly
- Who's who: Reviewing your beneficiaries and evaluating how your legacy is distributed
- Do you have trusted professionals in line to represent your interests?
- Providing support for your heirs in your absence
- Letter of Instruction: who will care for you if needed?

Ep 003: How to Create Good Financial Habits at Any Age

Listen as our hosts discuss the following topics:
- Tips on tax planning
- Proposed elimination of estate taxes with the new Trump administration
- Understanding your Social Security benefits
- How to create good financial habits at any age