Legacy, Taxes & the Retirement Puzzle: Estate Planning the Right Way

In this episode of Retirement Success with the Holland Group, Todd "MJ" Schnitt teams up with Steve and Elizabeth Holland to tackle one of the most overlooked aspects of retirement: estate planning.Here’s what you’ll learn:🔎 Why a will alone isn't enough to protect your legacy.⚖️ How the upcoming 2026 estate tax changes could impact your family's future.🏠 The dangers of probate—and how proper planning helps your loved ones avoid it.📈 How strategies like stepped-up basis and annual gifting exclusions work to your advantage.📝 Why updating your estate plan is crucial, especially after major life events.🤝 The power of working with trusted, local fiduciaries who understand retirement, tax, and legacy planning.📞 Call today for your complimentary, no-obligation financial review at (727) 295-3451 or visit AskTheHollands.com.