Providence Financial Retirement Show with Anthony Saccaro

Estate Planning: It's Not Just for the Wealthy - It's for the Wise


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When most people hear the words "estate plan", they picture the ultra-wealthy - people with vacation homes, mansions, and millions in the bank. But here's the truth: estate planning isn't about how much you have, it's about what happens to your loved ones when you're gone.

In this episode, we'll break down what an estate plan really is, and why everyday families in California need one. If you own a home or have more than $184,500 in assets, you could be subject to probate, a long and expensive court process that delays your estate from passing smoothly to your heirs.

We'll unpack the essential building blocks of an effective estate plan, including:

- Living Trusts – how they keep your estate out of probate and protect your privacy - Healthcare Directives – making sure your wishes are honored if you can't speak for yourself - Living Wills – defining the care you want in advance - Powers of Attorney – naming someone you trust to make decisions on your behalf

Your estate plan is one of the greatest gifts you can give your loved ones — not a symbol of wealth, but a plan of protection, clarity, and peace. Listen in.

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LET'S CONNECT

Show website:

https://www.providencefinancialpodcast.com

Find us at:

https://www.providencefinancialinc.com

Get to know Anthony:

https://anthonysaccaro.com

Anthony's book:

https://morelifethanmoneybook.com

Amazon Author Page:

https://amazon/author/anthonysaccaro

YouTube:

https://www.youtube.com/c/AnthonySaccaro/featured

Radio:

https://www.providencefinancialradio.com

Yelp:

https://www.yelp.com/biz/providence-financial-and-insurance-services-inc-woodland-hills

Facebook:

https://www.facebook.com/Providence.FinancialInc/

Twitter:

https://twitter.com/AnthonySaccaro

LinkedIN:

https://www.linkedin.com/in/anthonysaccaro/

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Providence Financial Retirement Show with Anthony SaccaroBy Anthony A. Saccaro, ChFC, Esq.

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