In this episode of The Asset Preservation Hour, financial advisor Stewart Willis and co-host Spike Spengel dive into two critical topics: making sure your estate plan actually works the way you intend, and preparing for the largest wealth transfer in history. Using the recent legal battle over Jimmy Buffett’s $275 million estate as a cautionary tale, Stewart explains why even long-married couples with trusts in place can face costly disputes, and how regular reviews of your trust, wills, and beneficiary designations can prevent heartbreak and probate.

The conversation then shifts to the $85–$100 trillion that will pass from baby boomers over the next 30 years, and why this transfer is about more than just money. Stewart reveals strategies for educating both spouses, involving adult children early, and building generational wealth that preserves not only assets but also family values. From avoiding common beneficiary mistakes to coordinating spousal and next-generation planning, this episode offers practical steps to protect your legacy for decades to come.

📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary estate planning and portfolio review.