When was the last time you checked whether your estate plan still reflects your wishes? In this episode, Ryan Oliver breaks down the essential documents every retiree needs, the power of beneficiary designations, how trusts actually work, and why recent changes like the SECURE Act can reshape your family’s future. Ryan also highlights smart strategies for charitable giving and explains what must be updated after major life events. A clear, practical conversation designed to help listeners understand how thoughtful estate planning can protect loved ones and preserve a legacy.

 

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