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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
Brian C Fisher President
Carla Garcia Carla Garcia
Carter Wilcoxson Podcaster

Podcasts About Estate Planning

Super Entrepreneurs Podcast
Independent Podcaster
Mitlin Money Mindset
Independent Podcaster
Entrepreneurs on Fire

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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Secrets For Creating Great Content To Attract Investors &Raquo; 8Aea8F1D 529D 49D2 B533 10E7Ec3B0Ed3 2000X400
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Secrets For Creating Great Content To Attract Investors

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.Has your business been impacted by …

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 cli…

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.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!Watch the SuperCrowdHour Right Here Live at 1:00 PM EasternUsing the YouTube video player above, you can watch live. If you click h…

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Avatar Of Devin Thorpe Devin Thorpe April 16, 2025
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What does your environment say about your mindset and success?In this powerful episode of the Super Entrepreneurs Podcast, host Shahid Durrani speaks with Steve Griggs, one of New York’s top luxury landscape designers. With over four decades of experience serving high-net-worth clients, Steve go…

What does your environment say about your mindset and success?In this powerful episode of the Super Entrepreneurs Podcast, host Shahid Durrani speaks with Steve Griggs, one of New York’s top luxur…

What does your environment say about your mindset and success?In this powerful episode of the Super Entrepreneurs Podcast, host Shahid Durrani speaks with Steve Griggs, one of New York’s top luxury landscape designers. With over four decades of experience serving high-net-worth clients, Steve goes beyond aesthetics—he curates outdoor environments that reflect how people think, feel, and lead.From rooftop gardens on skyscrapers to serene backyard sanctuaries, Steve shares how intentional design impacts success, well-being, and personal growth. You’ll also hear what sets truly successf…

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Avatar Of Shahid Durrani Shahid Durrani April 16, 2025
Finding True Wealth With Brian Portnoy &Raquo; Larry Lined Up 20241029 7Iq6W2T8Vy 20250314 Xeudbt78T1 20250409 Oai0Ahrv8F
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Finding True Wealth with Brian Portnoy

Money and meaning are often treated as separate conversations, but what if they were deeply connected? How can we redefine wealth beyond financial success? What role does mindset play in achieving fulfillment? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Brian Portnoy, founder…

Money and meaning are often treated as separate conversations, but what if they were deeply connected? How can we redefine wealth beyond financial success? What role does mindset play in achieving ful…

Money and meaning are often treated as separate conversations, but what if they were deeply connected? How can we redefine wealth beyond financial success? What role does mindset play in achieving fulfillment? In this episode of Mitlin Money Mindset®, Larry Sprung speaks with Brian Portnoy, founder of Shaping Wealth, about the psychology of money and how financial well-being can lead to a more fulfilling life. Brian shares his concept of "funded contentment," the distinction between being rich and being wealthy, and how financial advisors can support clients beyond just numbers. Brian shares:…

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Avatar Of Larry Sprung Larry Sprung April 16, 2025
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Secrets to Feeling Your Best: Natural Health and Wellness Products

As someone who enjoys talking about style, beauty, and all the ways we can live our best lives, you might be wondering why I’m sharing natural health and wellness products. But let me tell you—looking good truly starts with feeling good. And what better way to feel your best than by supporting y…

As someone who enjoys talking about style, beauty, and all the ways we can live our best lives, you might be wondering why I’m sharing natural health and wellness products. But let me tell you—loo…

As someone who enjoys talking about style, beauty, and all the ways we can live our best lives, you might be wondering why I’m sharing natural health and wellness products. But let me tell you—looking good truly starts with feeling good. And what better way to feel your best than by supporting your body with products that work with it, instead of against it?Quote of the day: “Live as if you were to die tomorrow. Learn as if you were to live forever.” Mahatma GandhiJust like I talked about how my style has done a 180 in the last 10 years, so has my thinking about natural hea…

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Avatar Of Jodie Filogomo Jodie Filogomo April 16, 2025
From Burnout To Bliss: Reclaiming Joy As A High-Achiever With Krisstina Wise &Raquo; Eof Cover Art 2019
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Krisstina Wise, a real estate mogul, millionaire coach, and best-selling author, teaches entrepreneurs to build 7-figure businesses and net worth while achieving financial freedom without sacrificing health or happiness. Top 3 Value Bombs 1. Money and wealth is not created around earnings and how mu…

Krisstina Wise, a real estate mogul, millionaire coach, and best-selling author, teaches entrepreneurs to build 7-figure businesses and net worth while achieving financial freedom without sacrificing …

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Avatar Of John Lee Dumas John Lee Dumas April 16, 2025
Today Is The Best Day To Make Your End Of Life Plan - Nhdd 2025 &Raquo; Today Is The Best Day To Make Your End Of Life Plan Nhdd 2025 1744739076
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It’s National Healthcare Decisions Day 2025!  This episode features clips from some of our favorite guests, highlighting wisdom and thoughts about advance care planning for the end of life.  You�…

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Avatar Of Helen Bauer Helen Bauer April 16, 2025
E312 | What Investors Want To Know: 5 Key Questions Answered &Raquo; Rn8 Xx1Pukkfkzyel X2X2Iw
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Chris Sevney dives into the nitty-gritty of real estate investing with a lively Q&A session that’s bursting with insights! He tackles the importance of forced-placed insurance like it’s the hot topic of the day—because let’s face it, no one wants to get burned (pun intended) when their p…

Chris Sevney dives into the nitty-gritty of real estate investing with a lively Q&A session that’s bursting with insights! He tackles the importance of forced-placed insurance like it’s the ho…

Chris Sevney dives into the nitty-gritty of real estate investing with a lively Q&A session that’s bursting with insights! He tackles the importance of forced-placed insurance like it’s the hot topic of the day—because let’s face it, no one wants to get burned (pun intended) when their property goes up in flames! From answering questions about non-performing notes to shedding light on tricky borrower situations, he’s got a toolbox full of wisdom that’s perfect for anyone dealing with paper. Plus, he dishes out some state-by-state advice that’s as colorful as a box of crayons�…

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Avatar Of Chris Seveney Chris Seveney April 15, 2025
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Break Through Resistance & Build a More Valuable Business with Justin Goodbread 📌 Guest: Justin Goodbread – Bestselling Author, Keynote Speaker & Business Value Expert 🎧 Host: Marcia …

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Avatar Of Marcia Riner Marcia Riner April 15, 2025
How To Achieve Desired Results In Chaotic Economic Times &Raquo; Geralt Water Sunset 4901583 1280 1024X682 1
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How to Achieve Desired Results in Chaotic Economic Times

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Photo by Geralt via PixabayAttract the Right Job or Clientele:How to Achieve Desired Results in Chaotic Economic TimesThe days of ‘slowly but surely’’ seem long gone. As an entrepren…

Photo by Geralt via PixabayAttract the Right Job or Clientele:How to Achieve Desired Results in Chaotic Economic TimesThe days of ‘slowly but surely’’ seem long gone. As an entrepreneur, small business owner, or even executive, how can you shore up against the onslaught of uncertainty and outright panic among your prospects? What is happening in the economy today? This is a question we hear repeatedly and will continue to hear today and beyond. You likely share similar conversations.However, even in the most horrific economic times, people will still be willing to buy. Th…

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Avatar Of Elinor Stutz Elinor Stutz April 15, 2025
Cruising The Caribbean &Raquo; 1744733130697 C1071F83 0E5C 436C A11B 872Eacc0F690
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Cruising the Caribbean

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It's all about Cruising the Bahamas on this episode of Big Blend Radio's travel podcast "Journey Jukebox with Lisa." Plus, hear about various cruise options for all travel wants, budgets, and age grou…

It's all about Cruising the Bahamas on this episode of Big Blend Radio's travel podcast "Journey Jukebox with Lisa." Plus, hear about various cruise options for all travel wants, budgets, and age groups, and how a travel advisor can save you time and money when planning your vacation.CHECK OUT LISA'S NEW YEAR CARIBBEAN GROUP CRUISE: https://writerlisa.com/2025/04/14/celebrate-new-years-in-belize-on-a-cruise/ HEAR LISA'S PODCAST ON CRUSING THE BAHAMAS: https://blendradioandtv.com/listing/experience-the-bahamas-with-msc-cruises/ JOURNEY JUKEBOX MUSIC PLAYLIST on SPOTIFY (updated each episode):…

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Avatar Of Lisa Smith Lisa Smith April 15, 2025
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