Description

📢 In this episode, we tackle one of the biggest concerns for retirees and soon-to-be retirees: How do you safeguard your wealth and legacy in a volatile economy? With inflation, market fluctuations, and potential tax law changes, estate planning is more important than ever.

🔑 Key Takeaways:

✅ Why Estate Planning Matters More Than Ever

• Inflation is eroding purchasing power—how can you ensure your wealth lasts?
• Avoid costly probate delays with smart estate planning strategies.

✅ Will vs. Trust: What’s Right for You?

• Wills must go through probate; trusts offer a smoother transition for your heirs.
• Case study: How Susan avoided legal hassles by setting up a revocable living trust.

✅ Minimizing Estate Taxes

• Reduce taxes with gifting, irrevocable trusts, and charitable contributions.
• Case study: How Mark’s strategy saved thousands in estate taxes while securing his legacy.

✅ Lessons from Famous Estate Planning Failures

• Prince & Aretha Franklin: What happens when estate planning goes wrong.

🎧 Listen Now

🔗 Check out Episode 1 Map to Economic independence

📞 Have questions? Call (877) 434-6243 or visit Perpetual Wealth Financial for a consultation.

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