More than half of Americans are missing a critical step in their retirement plan, and it has nothing to do with investments or savings. Despite knowing it's important, many people delay or avoid putting the right protections in place for their families. Nick walks through the essential estate planning documents you need, what happens if you don't have them, and how proper planning can protect your assets, reduce taxes, and prevent unnecessary stress for your loved ones.

Here's what we discuss in this episode:

🧾 Missing Documents: Most lack core estate plans

⚖️ Wills Vs Trusts: Understand key differences

🏥 Medical Decisions: Plan for incapacity scenarios

💰 Tax Exposure: High-tax states increase risk

Our website: https://johnsonbrunetti.com/

Phone: 800-208-7233

Contact our team: https://johnsonbrunetti.com/contact-us/

Get your customized Money Map: https://johnsonbrunetti.com/your-money-map/#form

Join us for our next financial workshop: https://johnsonbrunetti.com/financial-workshops/

Check out our other no-cost financial resources here: https://johnsonbrunetti.com/financial-resources/

Check us out on YouTube: https://bit.ly/3CcAzai