The Florida Retirement Podcast

Masking Tape to Trusts: How Families Really Pass Down Value


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What if legacy planning isn’t just for the ultra-wealthy? In this episode, financial advisor Murrell Winter reveals why everyone should think about their legacy—no matter their net worth. Discover the emotional and practical sides of passing on wealth, the surprising statistics about generational inheritance, and how simple conversations and the right documents can shape your family’s future. Real stories, actionable advice, and a fresh perspective on building a legacy that lasts.

 

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The Florida Retirement PodcastBy Murrell Winter