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Do you want a judge or attorneys to decide what happens to your assets when you pass?  Your survivors may have no choice unless you take action now to create an estate plan.  Wow, "estate".  This does not mean you are rich, anything you own after passing is called an estate.

Even if all you have is money in the bank when you pass, it's your money and you should decide in advance who gets it.  With proper planning, you can make sure your wishes are fulfilled.   

Estate planning involves a will, trust, advanced health care directive, and more.   Learn in this podcast what those key elements are and how they are used. 

Want more information about setting up an estate planning portfolio, contact Gerald Braddock Attorney at Law 

Visit our website at RetireCoast.com and learn more about this and similar topics 

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This podcast is for informational purposes only and does not provide financial, tax, or legal advice. Always consult with a qualified professional before making financial decisions.

Episode Keywords:
Big Beautiful Bill 2025, Social Security changes, retirement taxes, small business incentives, monthly living expenses in retirement, retirement budgeting, Medicare and seniors, financial security, retirement planning, Gulf Coast retirement, small business growth.