EPISODE · Nov 1, 2024 · 25 MIN
The Best Of Refining Retirement Podcast - Protecting Your Beneficiaries
from The Best of Refining Retirement · host Brad Ford
Dana and Brad discuss the importance of having an estate plan. Takeaways: - Social Security is projected to only pay $0.78 to the $1.00 by 2035. - A trust can allow a third-party to help take the emotion out of money decisions between family members. - Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan” Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
What this episode covers
Dana and Brad discuss the importance of having an estate plan. Takeaways: - Social Security is projected to only pay $0.78 to the $1.00 by 2035. - A trust can allow a third-party to help take the emotion out of money decisions between family members. - Download our FREE helpful resource, “The Greatest Gift: Outline Your Wishes with an Estate Plan” Our firm does not offer tax or legal advice. Consult your tax or legal advisor regarding your situation.
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The Best Of Refining Retirement Podcast - Protecting Your Beneficiaries
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