Wills, Trusts, and Doing It the Right Way

An episode of the Family First Retirement podcast, hosted by George Politarhos, titled "Wills, Trusts, and Doing It the Right Way" was published on April 7, 2026 and runs 20 minutes.

April 7, 2026 ·20m · Family First Retirement

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Episode Description

What does estate planning have in common with baseball fundamentals? This episode with George Politarhos explains wills, trusts, and legacy planning using straightforward, real‑life examples. The discussion highlights why planning ahead removes emotional burden from loved ones, how trusts protect assets and beneficiaries, and where DIY solutions often fall short. Listeners gain clarity on incapacity planning, inheritance structure, and why thoughtful preparation can shape outcomes long after retirement begins.

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