In this episode of the Kingsguard Capitol Retirement Wars podcast, hosts Joseph and Chris Cervinca discuss critical aspects of retirement planning, focusing on legacy planning and estate management. They explore the differences between wills and trusts, the importance of beneficiary designations, and strategies like Qualified Charitable Distributions (QCDs) to optimize tax benefits. Real-life examples illustrate common pitfalls in estate planning, emphasizing the need for proactive strategies to protect wealth and ensure a smooth transfer to heirs.

Reach out to the Kingsguard Capital J-Team at 804-886-1196