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
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![Interview With Jacopo Iasiello 1 Interview With Jacopo Iasiello &Raquo; 31567349 1678337691947 6B22Ee7Ad2Ff6](https://babyboomer.org/wp-content/smush-webp/2023/03/31567349-1678337691947-6b22ee7ad2ff6-300x300.jpg.webp)
Today, I have the pleasure of hosting Dr Jacopo Iasiello, CEO of Luxury and Wealth Group. Jacopo’s journey began in Naples, Italy, where his love for his family and city shaped his early passion for entrepreneurship. Starting at 11, he delved into books by real estate investors and entrepreneurs,…
Today, I have the pleasure of hosting Dr Jacopo Iasiello, CEO of Luxury and Wealth Group. Jacopo’s journey began in Naples, Italy, where his love for his family and city shaped his early passion fo…
Today, I have the pleasure of hosting Dr Jacopo Iasiello, CEO of Luxury and Wealth Group. Jacopo’s journey began in Naples, Italy, where his love for his family and city shaped his early passion for entrepreneurship. Starting at 11, he delved into books by real estate investors and entrepreneurs, laying the foundation for his future success.Despite an early career in soccer that ended due to injury, Jacopo transitioned to business, starting a successful jewelry chain at 18 and expanding his ventures globally. By 22, he starting in real estate, specializing in auctions and short sales, quic…
![Crafting Success Through Family And Philanthropy With Ral West 2 Crafting Success Through Family And Philanthropy With Ral West &Raquo; Hqdefault 1449](https://babyboomer.org/wp-content/smush-webp/2025/02/hqdefault-1449-450x338.jpg.webp)
Podcast SummaryRenowned entrepreneur Raul West opens up about her journey of servant leadership and how it has shaped her personal and professional life. Through candid anecdotes and genuine insights, Raul discusses the profound influence of mentors like Robert Kiyosaki and how personal developmen…
Podcast SummaryRenowned entrepreneur Raul West opens up about her journey of servant leadership and how it has shaped her personal and professional life. Through candid anecdotes and genuine insight…
Podcast SummaryRenowned entrepreneur Raul West opens up about her journey of servant leadership and how it has shaped her personal and professional life. Through candid anecdotes and genuine insights, Raul discusses the profound influence of mentors like Robert Kiyosaki and how personal development and calculated risks have been integral to her success across diverse industries. Her philosophy of serving others as a pathway to fulfillment offers a refreshing perspective for anyone aspiring to succeed while making a positive impact.Inspired by her daughters’ admiration, Raul shares her tr…
![Crowdfunding Success Stories: How Businesses Are Raising Capital And Engaging Communities 3 Crowdfunding Success Stories: How Businesses Are Raising Capital And Engaging Communities &Raquo; 3Ebfb8De D0F1 4087 9F99 25738F092128 1563X1563](https://babyboomer.org/wp-content/smush-webp/2024/09/3ebfb8de-d0f1-4087-9f99-25738f092128_1563x1563-450x450.jpeg.webp)
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 invest after clicking a link here, we may earn a commission. Engage to support our work.You can advertise in…
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 invest 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 invest after clicking a link here, we may earn a commission. 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!Every Sunday, we bring y…
![Ep 99: Real Confidence- Confidently Talking About The D Word…Death 4 Ep 99: Real Confidence- Confidently Talking About The D Word…Death &Raquo; E818Db6 01D 7Fd0 6F 607361Eb12 Short Url With Title 1](https://babyboomer.org/wp-content/smush-webp/2025/02/e818db6-01d-7fd0-6f-607361eb12_Short_URL_with_title_1_-450x450.jpg.webp)
I recently watched a friend die. I was in the room, witnessing the unplugging of her life support while trying to support her family in their decision before and after it was done. It was the hardest day of my own life so far, by far. And as unprepared I was for the event and emotions, I also didn�…
I recently watched a friend die. I was in the room, witnessing the unplugging of her life support while trying to support her family in their decision before and after it was done. It was the hardest …
I recently watched a friend die. I was in the room, witnessing the unplugging of her life support while trying to support her family in their decision before and after it was done. It was the hardest day of my own life so far, by far. And as unprepared I was for the event and emotions, I also didn’t expect to become more prepared for my own death. Talking about death has never scared me — It’s not like we can escape it— but I get why many of us want to avoid the topic, especially when it comes to our own eventual demise. Talking about death feels heavy, messy, and uncomfortably real. B…
![New Impact Offerings, Redefining Social Networks, Special Live With 20/20 Genesystems, Angel Investing For Good, And Impact Cherub Club Highlights! 5 New Impact Offerings, Redefining Social Networks, Special Live With 20/20 Genesystems, Angel Investing For Good, And Impact Cherub Club Highlights! &Raquo; 511Bce48 2319 4E0B 937C E787Fcd5893A 500X500](https://babyboomer.org/wp-content/smush-webp/2024/07/511bce48-2319-4e0b-937c-e787fcd5893a_500x500-450x450.jpg.webp)
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…
![Mastering True Productivity: Key Strategies To Enhance Efficiency And Escape The Busy Trap 6 Mastering True Productivity: Key Strategies To Enhance Efficiency And Escape The Busy Trap &Raquo; Carl Heyerdahl Ke0Nc8 58Mq Unsplash Scaled 1](https://babyboomer.org/wp-content/smush-webp/2025/02/carl-heyerdahl-KE0nC8-58MQ-unsplash-scaled-1-450x300.jpg.webp)
In today’s fast-paced world, it seems like everyone is constantly busy. We rush from one task to another, often feeling overwhelmed and exhausted by the end of the day. But what if being busy isn’t actually a desirable state? What if, instead of just filling our schedules with endless to-do list…
In today’s fast-paced world, it seems like everyone is constantly busy. We rush from one task to another, often feeling overwhelmed and exhausted by the end of the day. But what if being busy isn’…
In today’s fast-paced world, it seems like everyone is constantly busy. We rush from one task to another, often feeling overwhelmed and exhausted by the end of the day. But what if being busy isn’t actually a desirable state? What if, instead of just filling our schedules with endless to-do lists, we shifted our focus to being more productive? In this blog post, we will explore the benefits of productivity over busyness and provide actionable tips on how to cultivate a more efficient approach to work and life. …
![The Scales Have Tilted Too Far! 7 The Scales Have Tilted Too Far! &Raquo; Https3A2F2Fsubstack Post Media.s3.Amazonaws.com2Fpublic2Fimages2F233349E7 3E65 4D83 8310 3C2F29Ef95D1 3807X4593 1](https://babyboomer.org/wp-content/smush-webp/2025/02/https3A2F2Fsubstack-post-media.s3.amazonaws.com2Fpublic2Fimages2F233349e7-3e65-4d83-8310-3c2f29ef95d1_3807x4593-1-373x450.jpeg.webp)
Photo by Getty Images for Unsplash+The EndGame is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Forgive me for being slightly off-topic this week, but this has been occupying considerable real estate in my brain.In January, outg…
Photo by Getty Images for Unsplash+The EndGame is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Forgive me for being slightly of…
Photo by Getty Images for Unsplash+The EndGame is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Forgive me for being slightly off-topic this week, but this has been occupying considerable real estate in my brain.In January, outgoing U.S. Surgeon General Dr. Vivek Murthy issued his “Parting Prescription for America.” It was a call to shore up the eroding impulse toward community. “The fracturing of community in America is driving a deeper spiritual crisis that threatens our fundamental well-being,” he wrote. “It i…
![The Scales Have Tilted Too Far! 8 The Scales Have Tilted Too Far! &Raquo; Https3A2F2Fsubstack Post Media.s3.Amazonaws.com2Fpublic2Fimages2F233349E7 3E65 4D83 8310 3C2F29Ef95D1 3807X4593](https://babyboomer.org/wp-content/smush-webp/2025/02/https3A2F2Fsubstack-post-media.s3.amazonaws.com2Fpublic2Fimages2F233349e7-3e65-4d83-8310-3c2f29ef95d1_3807x4593-373x450.jpeg.webp)
Photo by Getty Images for Unsplash+The EndGame is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Forgive me for being slightly off-topic this week, but this has been occupying considerable real estate in my brain.In January, outg…
Photo by Getty Images for Unsplash+The EndGame is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Forgive me for being slightly of…
Photo by Getty Images for Unsplash+The EndGame is a reader-supported publication. To receive new posts and support my work, consider becoming a free or paid subscriber.Forgive me for being slightly off-topic this week, but this has been occupying considerable real estate in my brain.In January, outgoing U.S. Surgeon General Dr. Vivek Murthy issued his “Parting Prescription for America.” It was a call to shore up the eroding impulse toward community. “The fracturing of community in America is driving a deeper spiritual crisis that threatens our fundamental well-being,” he wrote. “It i…
![Did You Know Nasa Joins World'S Deepest Pool Plans? 9 Did You Know Nasa Joins World'S Deepest Pool Plans? &Raquo; Hqdefault 1421](https://babyboomer.org/wp-content/smush-webp/2025/02/hqdefault-1421-450x338.jpg.webp)
Did you know NASA Joins World's Deepest Pool Plans?NASA’s Glenn Research Center has partnered with Blue Abyss to build the world’s deepest pool in Cornwall, UK, for sea and space research. The 50-meter deep pool, located at Cornwall Airport's Aerohub Enterprise Zone, will aid in training and r…
Did you know NASA Joins World's Deepest Pool Plans?NASA’s Glenn Research Center has partnered with Blue Abyss to build the world’s deepest pool in Cornwall, UK, for sea and space research. The 5…
Did you know NASA Joins World's Deepest Pool Plans?NASA’s Glenn Research Center has partnered with Blue Abyss to build the world’s deepest pool in Cornwall, UK, for sea and space research. The 50-meter deep pool, located at Cornwall Airport's Aerohub Enterprise Zone, will aid in training and research for low Earth orbit, cis-lunar, lunar, and Martian environments. This collaboration marks a significant step for commercial space training, with Blue Abyss aiming to position the UK as a key player in the space sector. The project has already received planning permission, and Blue Abyss expe…
![Downsizing In A Digital Age 10 Downsizing In A Digital Age &Raquo; Rwa Cover](https://babyboomer.org/wp-content/smush-webp/2024/12/RWA-Cover-330x450.jpg.webp)
Modern retirees overwhelmed by physical and digital clutter are less likely to have the time and money to enjoy the retirement they desire.This article first appeared at Rethinking65. Listen:We accumulate a lot of material and digital stuff. Too much.On my drive to church each Sunday, I pass multi…
Modern retirees overwhelmed by physical and digital clutter are less likely to have the time and money to enjoy the retirement they desire.This article first appeared at Rethinking65. Listen:We accu…
Modern retirees overwhelmed by physical and digital clutter are less likely to have the time and money to enjoy the retirement they desire.This article first appeared at Rethinking65. Listen:We accumulate a lot of material and digital stuff. Too much.On my drive to church each Sunday, I pass multiple storage facilities where people keep additional possessions they no longer have the room for in their homes. I’ve listened to friends and clients discuss the challenge of having to decide what to do with a parent’s belongings when settling their estate. I’ve gone through this with my sibli…