Most families put off estate planning until it is too late. In this episode, Colin Richards and Dylan Schoonover break down what really matters so you can protect the people and causes you care about and keep more of your wealth.

What you will learn:

• The core documents every family needs now, not later

• Why a will is a backstop and how trusts can simplify transfers

• Power of Attorney and advance directives that protect you while you are alive

• How to title accounts and set beneficiaries to avoid probate delays and fees

• When a revocable vs irrevocable trust makes sense

• Common mistakes that leave heirs with taxes, court time, and conflict

About the show: The Lord and Richards Show helps you become more financially independent from a biblical point of view and prosper in good markets and bad.

Next step: Ask about our free estate plan program for most new clients and start your Retirement Freedom Review.

Learn more at: 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 advisor.