Golden Years: A Roadmap to Navigate Retirement

Estate Planning 101: Special Guest Estate Attorney Russell Bowler


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Mark and estate planning attorney Russell Bowler discuss the critical aspects of estate planning, emphasizing its importance in retirement. They explore Russell's unique journey into law, the emotional challenges clients face, common mistakes in estate planning, and the implications of incapacity. The conversation also touches on the significance of state-specific planning, the upcoming wealth transfer, and the collaborative approach needed for effective estate planning. The episode concludes with a call to action for listeners to seek professional help in their estate planning journey.

 

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Golden Years: A Roadmap to Navigate RetirementBy Mark Cordner