Building An Estate Plan With No Regrets

Perfect Game Retirement

In this episode, we cover topics ranging from poor expense planning to outdated beneficiary designations and family conflict triggers. We also shed light on some misconceptions about transferring real estate and explain the impact of tax implications on your estate. If you want to leave a legacy without regret or legal turmoil, this episode is a great starting point.

Here’s some of what you’ll learn in this episode:

• The different types of major expenses that could drain your savings if you aren’t planning for them.
• Why you need to be updating your beneficiary designations across all accounts.
• Communication will go a long way towards avoiding conflict among heirs but there are some other steps to take.
• Why you probably shouldn’t transfer your real estate while you’re still living.
• Taxes play a big part in estate planning and we’ll talk about how to be more efficient.

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