On this episode of The Asset Preservation Hour, financial advisor Stewart Willis tackles the massive transfer of wealth underway and what it really takes to protect your money and your relationships. From the importance of involving spouses and adult children to aligning your investments with your actual life goals, Stewart shares how true fiduciaries guide clients beyond products and into purpose.

You will hear real stories and insights, including:

• A sudden seven-figure inheritance, and how to avoid blowing it
• Why many advisors lose the family after the first spouse passes
• How to use trusts and powers of attorney to keep your estate efficient and out of probate
• Retirement communities vs. retirement homes: the big upfront fees, liquidity traps, and how to test before you commit
• The surprising pickleball lawsuit drama sweeping retirement communities
• Stewart’s jujitsu journey and lessons on staying active and engaged
• Practical lifestyle planning tips, like renting before you buy and never taking tax advice from a salesperson

If you want a plan that fits you and keeps your family on the same page, this conversation brings clarity and next steps.

Call 877-5-RETIRE (877-573-8473) or visit AssetPreservationWealth.com to schedule your complimentary estate planning and portfolio review.