Estate planning isn’t just about having a will—it’s about making sure your loved ones are protected and your wealth stays where it belongs. In this episode of The Lord and Richards Show, CEO Colin Richards and co-host Dylan Schoonover reveal how to keep your estate out of probate, avoid unnecessary taxes, and pass your assets efficiently and intentionally.

We cover:

• Why a will alone doesn’t keep you out of probate

• The difference between revocable and irrevocable trusts

• Power of Attorney and health care directives every family needs

• How to shield assets from taxes and long-term care costs

• Why updating your plan regularly matters

• Free estate planning tools available for Lord and Richards clients

🎧 Tune in to learn how to simplify estate planning, protect your family, and keep your legacy intact—without paying more than you need to.

Learn more: https://lordandrichards.com/

Call for your complimentary Retirement Freedom Review: 720-372-0400

Investment Advisory Services offered through Lord and Richards Wealth Management, LLC, a Registered Investment Adviser.