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.
Estate Planning Specialists & Contributors
Podcasts About Estate Planning
Books About Estate Planning
Explore Content About Estate Planning
Crowdfunding in Today's World Crowdfunding is the use of small amounts of capital from a large number of individuals to finance a new business venture or raise funds for a needy cause. The concept of crowdfunding has roots that go back centuries, but the modern form as we know it today began to tak…
Crowdfunding in Today's World Crowdfunding is the use of small amounts of capital from a large number of individuals to finance a new business venture or raise funds for a needy cause. The concept of…
Crowdfunding in Today's World Crowdfunding is the use of small amounts of capital from a large number of individuals to finance a new business venture or raise funds for a needy cause. The concept of crowdfunding has roots that go back centuries, but the modern form as we know it today began to take shape with the advent of the internet and E-Commerce. Platforms like Kickstarter and Indiegogo, launched in the late 2000s, have made it significantly easier for creators to find funders for everything from new tech gadgets to indie films to entrepreneur businesses to nonprofit organizations. Crow…
Are you one of those women who would rather talk about sex than money? Midlife women can put their heads in the sand about their financial future, and it’s to our detriment. I know for myself money brings up a lot of anxiety. Will I have enough to retire? What about long term health needs? Ruzanna…
Are you one of those women who would rather talk about sex than money? Midlife women can put their heads in the sand about their financial future, and it’s to our detriment. I know for myself money …
Are you one of those women who would rather talk about sex than money? Midlife women can put their heads in the sand about their financial future, and it’s to our detriment. I know for myself money brings up a lot of anxiety. Will I have enough to retire? What about long term health needs? Ruzanna Queenan helps women who live life to the fullest grow their financial confidence and financial wealth. Growing up in Soviet Armenia with a single mom, she experienced the stress of financial vulnerability. She learned that financial planning has the power to help us feel more in control of our live…
Nicole Christina
October 5, 2024 
On this week's show: How the financial industry wants you to focus on one thing for retirement. Your 401(k) isn’t a piggy bank, even if you have a pension. The warning signs of talking about guaranteed income. You don’t have a mansion or a yacht. Do you need and estate plan? Subscribe or follo…
On this week's show: How the financial industry wants you to focus on one thing for retirement. Your 401(k) isn’t a piggy bank, even if you have a pension. The warning signs of talking about guaran…
On this week's show: How the financial industry wants you to focus on one thing for retirement. Your 401(k) isn’t a piggy bank, even if you have a pension. The warning signs of talking about guaranteed income. You don’t have a mansion or a yacht. Do you need and estate plan? Subscribe or follow so you never miss an episode! Learn more at GoldenReserve.com or follow on social: Facebook, LinkedIn and YouTube.See omnystudio.com/listener for privacy information.
Greg Aler
October 5, 2024 
In this episode, Gino Barbaro, co-founder of Jake & Gino, sits down with Mohit Chopra, an experienced engineer turned real estate investor. Mohit entered the real estate scene in 2013 and dove into multifamily investing in 2020. Since then, he’s been on a mission to add value to properties in …
In this episode, Gino Barbaro, co-founder of Jake & Gino, sits down with Mohit Chopra, an experienced engineer turned real estate investor. Mohit entered the real estate scene in 2013 and dove int…
In this episode, Gino Barbaro, co-founder of Jake & Gino, sits down with Mohit Chopra, an experienced engineer turned real estate investor. Mohit entered the real estate scene in 2013 and dove into multifamily investing in 2020. Since then, he’s been on a mission to add value to properties in Ohio, North Carolina, and Tennessee, implementing Jake & Gino’s three-step framework and doubling the value of six out of seven properties in under a year!Mohit talks about his journey from being skeptical to becoming a community member, the importance of due diligence, and how to avoid bad de…
Gino Barbaro
October 4, 2024 
Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retire…
Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides…
Episode 165 features the three-year podcast anniversary. It actually should have been held on Episode 156 but better late than never. Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year …
Frederick Saide
October 4, 2024 
Overcoming Cognitive Biases in Sales Leadership: Ensuring Fair and Effective ManagementSales leadership requires making numerous decisions that impact team performance, client relationships, and organizational success. However, cognitive biases—systematic patterns of deviation from rationality—c…
Overcoming Cognitive Biases in Sales Leadership: Ensuring Fair and Effective ManagementSales leadership requires making numerous decisions that impact team performance, client relationships, and organ…
Overcoming Cognitive Biases in Sales Leadership: Ensuring Fair and Effective ManagementSales leadership requires making numerous decisions that impact team performance, client relationships, and organizational success. However, cognitive biases—systematic patterns of deviation from rationality—can affect these decisions, leading to suboptimal outcomes. By understanding and addressing cognitive biases, sales leaders can ensure fair and effective management, ultimately driving better results for their teams and organizations.Cognitive biases are mental shortcuts that our brains use to proces…
Matt Dentino
October 4, 2024 
The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the questions we answer today, as we close in on the most divisive Presidential election in U.S. histor…
The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the…
The election is coming up in only a month, and people want to know what to do with their retirement portfolio...What's safe? What's not? Where are the winning trends in the market?Those are the questions we answer today, as we close in on the most divisive Presidential election in U.S. history.We also goes into detail, analyzing gold, silver, oil, bitcoin, ethereum, and analyzes U.S. Sectors and inter market relationships in a "round robin" relative strength battle to find the strongest areas of the market today.---Click below to check out The Retirement Fiduciary Podca…
Adam Koós
October 4, 2024 
Description: In this insightful episode of Money Matters, host Chris Hensley sits down with financial experts and co-authors Alexandra Armstrong and Mary Donahue to discuss their book On Your Own: A Widow's Guide to Emotional and Financial Well-Being. Together, they share critical advice on how wi…
Description: In this insightful episode of Money Matters, host Chris Hensley sits down with financial experts and co-authors Alexandra Armstrong and Mary Donahue to discuss their book On Your Own: A W…
Description: In this insightful episode of Money Matters, host Chris Hensley sits down with financial experts and co-authors Alexandra Armstrong and Mary Donahue to discuss their book On Your Own: A Widow's Guide to Emotional and Financial Well-Being. Together, they share critical advice on how widows can navigate their financial futures while coping with loss. Learn about common mistakes new widows make, including rushing into irrevocable decisions, and discover practical tips for leveraging support networks. Whether you're facing these challenges or preparing for future financial security,…
Christopher Hensley
October 4, 2024 
This is rough. There is more bad blood between Oakland and Las Vegas than a mob of Swifties and a MAGA rally. Just this week, Green Day’s lead singer Billie Joe Armstrong said in a People interview: "We don't take no shit from people like John fucking Fisher who sold out the Oakland A's…
This is rough. There is more bad blood between Oakland and Las Vegas than a mob of Swifties and a MAGA rally. Just this week, Green Day’s lead singer Billie Joe Armstrong said in a People interview…
This is rough. There is more bad blood between Oakland and Las Vegas than a mob of Swifties and a MAGA rally. Just this week, Green Day’s lead singer Billie Joe Armstrong said in a People interview: "We don't take no shit from people like John fucking Fisher who sold out the Oakland A's to Las fucking Vegas. I hate Las Vegas. It's the worst shithole in America." Two Las Vegas rock stations (KOMP 92.3 and X107.5) got so bent about Armstrong’s comments that they banned Green Day from their airwaves.I’ve got a better idea: how about we work together. Yes, keep the A’s…
Robert Cochrane, PhD
October 4, 2024 
When it comes to nutrition, outdated advice continues to circulate, leaving many confused about what truly constitutes a healthy diet. A recent example is the recommendation for my friend's husband to switch from butter to margarine for better health; however, research shows there was no good eviden…
When it comes to nutrition, outdated advice continues to circulate, leaving many confused about what truly constitutes a healthy diet. A recent example is the recommendation for my friend's husband to…
When it comes to nutrition, outdated advice continues to circulate, leaving many confused about what truly constitutes a healthy diet. A recent example is the recommendation for my friend's husband to switch from butter to margarine for better health; however, research shows there was no good evidence that using margarine instead of butter cut the chances of having a heart attack or developing heart disease. Additionally, butter contains Conjugated Linoleic Acid (CLA), which studies suggest can have anti-cancer properties and help lower your body fat percentage. This discussion leads us to ref…
Amy K. Wilson
October 4, 2024 
