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In this episode, moderator Bill Anderson is joined by Attorney Tal Braddock to discuss the essentials of estate planning for both your family and business. They provide an overview of key estate planning elements, helping you understand how to protect your assets and secure your legacy.

This episode serves as a foundation for our upcoming deep dives into specific topics, such as trusts, wills, and business succession planning.

👉 Listen now to start building a strong estate plan for your future!

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Disclaimer:
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.