The Best of Refining Retirement Podcast - Preparation For Your Loved Ones

Dana and Brad discuss the intricacies of estate planning as well as the cost of moving to a retirement community.Takeaways:Without a will, half of your assets go to your surviving spouse, while the other half is divided among your children.62% of millennials don’t have a will in place.The average cost of homeowner’s insurance in Florida is 37% higher than the national average.Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan”.Our firm does not offer tax or legal advice. Contact your tax or legal advisor regarding your situation. Securities and advisory services offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC and a registered investment advisor. Vineyard Financial and MAS are not affiliated entities.