A will is not enough, an unfunded trust is just paper, and an IRA without a strategy is a tax bomb waiting to go off. Logan and Don break down why families end up in probate, why “lazy advising” can cost retirees dearly, and why your advisor’s plan may be clearer than your own.
If you want protection, clarity, and a real income plan—not guesswork—this episode shows you how to get inside the wall.