In this episode of Retirement Success with the Holland Group, Todd "MJ" Schnitt teams up with Steve and Elizabeth Holland to tackle one of the most overlooked aspects of retirement: estate planning.
Here’s what you’ll learn:

🔎 Why a will alone isn't enough to protect your legacy.
⚖️ How the upcoming 2026 estate tax changes could impact your family's future.
🏠 The dangers of probate—and how proper planning helps your loved ones avoid it.
📈 How strategies like stepped-up basis and annual gifting exclusions work to your advantage.
📝 Why updating your estate plan is crucial, especially after major life events.
🤝 The power of working with trusted, local fiduciaries who understand retirement, tax, and legacy planning.

📞 Call today for your complimentary, no-obligation financial review at (727) 295-3451 or visit AskTheHollands.com.