EPISODE · Jun 3, 2025 · 37 MIN
Ep9 | Estate Planning for Real People: Disability, Blended Families, and Business Owners
from Executive Retirement Compass: Financial Planning to Maximize Your Wealth and Reduce Taxes
Did you know over 70% of Americans don’t have an estate plan? Whether you're wealthy or not, have kids or don’t, a plan matters—and not having one could leave your loved ones stuck in court. In this estate-planning-packed episode of Financially Fluent, Ray Godleski sits down with estate attorney Becki Campolito to break down what you really need when planning for the future.From trusts vs. wills, to powers of attorney, remarriage protection, blended families, and even business succession, this episode delivers practical advice for real life—not just theory.You’ll walk away with clarity on:When a will-based plan is enough—and when you really need a trustThe key differences between executors, trustees, and grantorsWhy powers of attorney are often more important than your willHow to handle inheritance drama (and prevent it with a “no contest” clause)How non-married couples should structure homeownershipSmart strategies for business owners and charitable givingWhat to know before you move to a different state 🎧 Listen now to learn how to protect your family, your assets, and your legacy—without falling for common myths or waiting until it’s too late.🎧 Follow the show every Tuesday on Apple Podcasts:https://podcasts.apple.com/sg/podcast/financially-fluent/id1796392113📩 [email protected] welcome. Real answers given.Explore our free tools and resources atwww.YourNextStepFinancial.com
What this episode covers
Did you know over 70% of Americans don’t have an estate plan? Whether you're wealthy or not, have kids or don’t, a plan matters—and not having one could leave your loved ones stuck in court. In this estate-planning-packed episode of Financially Fluent, Ray Godleski sits down with estate attorney Becki Campolito to break down what you really need when planning for the future.From trusts vs. wills, to powers of attorney, remarriage protection, blended families, and even business succession, this episode delivers practical advice for real life—not just theory.You’ll walk away with clarity on:When a will-based plan is enough—and when you really need a trustThe key differences between executors, trustees, and grantorsWhy powers of attorney are often more important than your willHow to handle inheritance drama (and prevent it with a “no contest” clause)How non-married couples should structure homeownershipSmart strategies for business owners and charitable givingWhat to know before you move to a different state 🎧 Listen now to learn how to protect your family, your assets, and your legacy—without falling for common myths or waiting until it’s too late.🎧 Follow the show every Tuesday on Apple Podcasts:https://podcasts.apple.com/sg/podcast/financially-fluent/id1796392113📩 [email protected] welcome. Real answers given.Explore our free tools and resources atwww.YourNextStepFinancial.com
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Ep9 | Estate Planning for Real People: Disability, Blended Families, and Business Owners
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