Keen on Retirement

Don't Make the Mistake of Letting the State Determine Your Estate Plan


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If you died today, would you feel comfortable that all your assets are properly titled, your beneficiary designations are in order, and your assets would go to exactly who you want them to go to?

Many people have worked a lifetime to accumulate assets but then fail to take the final step to ensure they are distributed to the right people after they pass.

In today's show, I'm joined by estate planning attorney Jason Salinardi and we discuss how to make sure your assets and life wishes are handled exactly as you desire in the event of your incapacitation or death.

Estate planning is not just for rich people with $10 million estates. We all need an estate plan because a proper estate plan includes more than just your financial assets.

As you'll learn in today's show, a proper estate plan also covers what happens if you become incapacitated, beneficiary protection planning, and legacy planning. In all, there are seven components of a comprehensive estate plan and we discuss all of them in today's episode.

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Keen on RetirementBy Bill Keen, Matt Wilson, Steve Sanduski

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