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Estate Planning

Effective Estate Planning Strategies for Baby Boomers

Navigating the complexities of estate planning can often be daunting, especially for Baby Boomers who are entering Retirement age. By incorporating sound strategies and planning ahead, it’s possible to secure in Investing in a Legacy that’s both beneficial and comforting for loved ones. Estate planning is the process by which individuals anticipate and arrange for the management and disposal of their estate during their life and posthumously. The importance of estate planning cannot be overstated—it ensures that your assets are distributed according to your wishes, can help minimize legal fees and taxes, and provides peace of mind for both you and your loved ones.

An estate comprises all the property a person owns or controls, whether before or at their death, including property, financial assets, and personal belongings. The primary goals of estate planning are to ensure that the beneficiaries receive these assets in a manner that is controlled, timely, and minimizes tax liability. Essential components of an estate plan include last will and testament, trusts, powers of attorney and healthcare directives. Estate planning is key to building multi-generational wealth and is very important in second marriages and blended families.

Estate planning is a vital process that requires careful thought and professional advice on Finance and investment and our experts in this area of the site can help you with achieving your confidence of peace of mind and Wisdom in leaving your legacy. By addressing these aspects proactively, you can ensure a smooth transition of your assets while minimizing any potential conflicts and taxes.

 

Wealth
Living Will

Estate Planning Specialists & Contributors

Mike Solitro Real Estate Attorney, Podcaster
Taylor Waidhofer Podcaster/coach/real estate
Rich Hall Certified Exit Planning Advisor | Business Advisor | Baby Boomer
Adam Koós Adam D. Koós, CFP®, CMT, CEPA
Amanda Bauner Me and the Magic
Ari Taublieb MBA - Early Retirement
Barbara Klein Blogger
Benjamin Smith Host, Retirement Success in Maine Podcast & Financial Advisor
Beth Blecker Podcaster
Carla Garcia Carla Garcia
Carter Wilcoxson Podcaster
Casey Smith President, Wiser Wealth Management

Podcasts About Estate Planning

Jake and Gino Multifamily Investing Entrepreneurs
MoneyMattersUSA® with Fred Saide
Independent Podcaster
Smart Money Circle

Books About Estate Planning

The Boomer Brain: For Baby Boomers Concerned about Dementia and Alzheimer’s
By Patricia Faust
The Joy of Cruising Again
By Paul C. Thornton
To Kill a Unicorn
By DC Palter
Journey’s End: Death, Dying, and the End of Life
By Julie Saeger Nierenberg
Essential Retirement Planning for Solo Agers
By Sara Zeff Geber
Dare to Discover Your Purpose
By George Jerjian
Your Multimillion-Dollar Exit: The Entrepreneur’s Business Success(ion) Planner: A Blueprint for Wealth Guide
By Wayne M. Zell
The Buddha and the Bee
By Cory Mortensen
Get Out of My Head
By M. Andrew McConnell
The Leader of Oz: Revealing the 101 Secrets of Marvelous Leadership for the 21st Century
By Kevin D. Gazzara
Cashflow Cookbook – US Edition: $2 Million of Financial Freedom in 60 Easy Recipes
By Gordon Stein
Cashflow Cookbook – Canadian Edition: $2 Million of Financial Freedom in 60 Easy Recipes
By Gordon Stein

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New Impact Offerings, Game-Changing Crowdfunding, Avoiding Fundraising Pitfalls, Vc-Style Impact Investing, And The Future Of Car Buying! &Raquo; 511Bce48 2319 4E0B 937C E787Fcd5893A 500X500
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New Impact Offerings, Game-Changing Crowdfunding, Avoiding Fundraising Pitfalls, VC-Style Impact Investing, and the Future of Car Buying!

I’m not a financial advisor; Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions.When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.You c…

I’m not a financial advisor; Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions.When you purchase an item, launch a campaign or create a…

I’m not a financial advisor; Superpowers for Good should not be considered investment advice. Seek counsel before making investment decisions.When you purchase an item, launch a campaign or create an investment account after clicking a link here, we may earn a fee. Engage to support our work.You can advertise in Superpowers for Good. Click to learn more about our affordable options.Has your business been impacted by the recent fires? Apply now for a chance to receive one of 10 free tickets to SuperCrowdLA on May 2nd and 3rd and gain the tools to rebuild and grow!Join the SuperCrowd with Impa…

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Avatar Of Devin Thorpe Devin Thorpe March 22, 2025
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In this enlightening discussion, Gino and Julia dive deep into the world of storytelling with special guest, Stan Williams, author and expert on the "Moral Premise." They explore the magic behind memorable movies, the essence of well-rounded characters, and why some films resonate while others fall …

In this enlightening discussion, Gino and Julia dive deep into the world of storytelling with special guest, Stan Williams, author and expert on the "Moral Premise." They explore the magic behind memo…

In this enlightening discussion, Gino and Julia dive deep into the world of storytelling with special guest, Stan Williams, author and expert on the "Moral Premise." They explore the magic behind memorable movies, the essence of well-rounded characters, and why some films resonate while others fall flat.Stan sheds light on the importance of connecting with an audience's values and the art of showing rather than telling. The conversation takes a turn into the realm of business, where Gino seeks insights on using storytelling to captivate potential investors.Key Highlights:The significance of fl…

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Avatar Of Gino Barbaro Gino Barbaro March 21, 2025
The Impact Of Tariffs &Raquo; Image 1
Podcast Episode
The Impact of Tariffs

In this episode of Money Matters USA, Fred Saide discusses the implications of tariffs on retirement planning, the importance of re-evaluating financial strategies in light of recent economic changes, and the necessity of revitalizing U.S. manufacturing. The conversation also touches on market volat…

In this episode of Money Matters USA, Fred Saide discusses the implications of tariffs on retirement planning, the importance of re-evaluating financial strategies in light of recent economic changes,…

In this episode of Money Matters USA, Fred Saide discusses the implications of tariffs on retirement planning, the importance of re-evaluating financial strategies in light of recent economic changes, and the necessity of revitalizing U.S. manufacturing. The conversation also touches on market volatility, historical perspectives on tariffs, and the need for a balanced approach to economic growth and fiscal policy. You can reach Fred at 800-593-8188. Money Matters USA www.moneymattersusa.net www.wealthensure.com  See omnystudio.com/listener for privacy information.

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Avatar Of Frederick Saide Frederick Saide March 21, 2025
Higher Income, Less Risk – Meet From David Mcadams Founder &Amp; Ceo Mcadams Group $240M Aum &Raquo; 2366851 1569525397856 7E407369936C3
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Higher Income, Less Risk – Meet From David McAdams Founder & CEO McAdams Group $240M AUM

Guest: David McAdams Founder & CEO McAdams Group $240M AUM & Partner In a $3B FirmWebsite: https://www.mcadamsgroupllc.com/Bio:David McAdams is the Founder and President of McAdams Group, an asset and wealth management organization in Cordova, TN. For more than two decades, David has helped …

Guest: David McAdams Founder & CEO McAdams Group $240M AUM & Partner In a $3B FirmWebsite: https://www.mcadamsgroupllc.com/Bio:David McAdams is the Founder and President of McAdams Group, an a…

Guest: David McAdams Founder & CEO McAdams Group $240M AUM & Partner In a $3B FirmWebsite: https://www.mcadamsgroupllc.com/Bio:David McAdams is the Founder and President of McAdams Group, an asset and wealth management organization in Cordova, TN. For more than two decades, David has helped hard-working individuals and families in and around Memphis better preserve their retirement savings and increase their retirement income.David is an Investment Adviser Representative and licensed insurance professional specializing in retirement income strategies. He also works closely with estate …

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Avatar Of Adam Sarhan Adam Sarhan March 21, 2025
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Healthy Habits Motivation: Simple Strategies

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Avatar Of Beth Elkassih Beth Elkassih March 21, 2025
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Avatar Of Chris Seveney Chris Seveney March 21, 2025
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Cash-Poor, Equity-Rich: Unlocking Opportunities In The 2025 Real Estate Market

  Get ahead of the curve with insights into the 2025 real estate market. In this episode, Chris Seveney dives into key trends shaping the investment landscape. First, we explore the phenomenon of cash-poor, equity-rich property owners and the opportunities this presents for investors. Next, we anal…

  Get ahead of the curve with insights into the 2025 real estate market. In this episode, Chris Seveney dives into key trends shaping the investment landscape. First, we explore the phenomenon of cas…

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Avatar Of Chris Seveney Chris Seveney March 21, 2025
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Democratizing the World of Real Estate Investing with Giri Devanur: An EOFire Classic from 2022

From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's in these archive episodes are still relevant. Giri Devanur is a serial tech entrepreneur who is loo…

From the archive: This episode was originally recorded and published in 2022. Our interviews on Entrepreneurs On Fire are meant to be evergreen, and we do our best to confirm that all offers and URL's…

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Avatar Of John Lee Dumas John Lee Dumas March 21, 2025
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Avatar Of Anika Jackson Anika Jackson March 21, 2025
What You Need To Know About Palliative Care For Parkinson'S Disease &Raquo; What You Need To Know About Palliative Care For Parkinsons Disease 1742506413
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Dr. Jocelyn Jiao and Social Worker Mike Polisso of the Stanford Healthcare Palliative Team know the value of getting to know patients and families from the start of the care relationship. As part of an interdisciplinary team providing neuropalliative care for people and families living with serio…

Dr. Jocelyn Jiao and Social Worker Mike Polisso of the Stanford Healthcare Palliative Team know the value of getting to know patients and families from the start of the care relationship. As part o…

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Avatar Of Helen Bauer Helen Bauer March 21, 2025
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