American Retirement Advisors

Inheritance Planning Made 123Easy is a education podcast hosted by American Retirement Advisors. It has 71 episodes, with the latest published November 2024.

Welcome to Inheritance Planning Made 123Easy, where father-son duo David and Ian Schaeffer bring a family-centered approach to inheritance planning, retirement security, and building legacies that last. As part of American Retirement Advisors, David and Ian have helped countless families protect what matters most and ensure that what they’ve built is preserved for generations to come.In each episode, they’ll walk you through the essential steps of inheritance planning, from organizing vital documents to protecting assets, minimizing taxes, and communicating family values and goals. With a focus on the “3 P’s” of inheritance planning—Prepare, Protect, and Preserve—they’ll show you how to align today’s financial choices with tomorrow’s family needs, keeping relationships and family dynamics at the heart of the process.David and Ian don’t just talk about inheritance planning for clients—they bring their own family into the conversation. Join

education ·en-us ·71 episodes