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
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Long-term planning isn’t just about goals. It’s about creating the life you want. Join Rosie Zilinskas and Aliki Samone as they dive into the intricacies of long-term planning. Aliki, author of Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life, reveals her proven Summi…
Long-term planning isn’t just about goals. It’s about creating the life you want. Join Rosie Zilinskas and Aliki Samone as they dive into the intricacies of long-term planning. Aliki, author of Co…
Long-term planning isn’t just about goals. It’s about creating the life you want. Join Rosie Zilinskas and Aliki Samone as they dive into the intricacies of long-term planning. Aliki, author of Conquer Your Summit: How to Build a Five-Year Plan & Live Your Best Life, reveals her proven Summit Method for crafting X-year plans that drive both personal and professional success. Discover how the Summit Method, with its three-phase system, helps you map out your baseline, set actionable milestones, and develop habits for success. Whether you’re aiming for career advancement, personal grow…
Rosie Zilinskas
December 6, 2024 
Licensed funeral director and End of Life Doula Christa Ovenell is busting myths about funerals, and sharing practical tips on how to plan a funeral service that reflects your values and needs. As a community-based Death Educator, Christa is the founder of Death’s Apprentice Education & Plan…
Licensed funeral director and End of Life Doula Christa Ovenell is busting myths about funerals, and sharing practical tips on how to plan a funeral service that reflects your values and needs. As a…
Licensed funeral director and End of Life Doula Christa Ovenell is busting myths about funerals, and sharing practical tips on how to plan a funeral service that reflects your values and needs. As a community-based Death Educator, Christa is the founder of Death’s Apprentice Education & Planning Inc., a company that specializes in holistic advance care planning for individuals and forward-thinking companies. Christa leads with her heart when it comes to guiding clients through death and funeral planning. She’s also a great resource for funeral planning, making arrangements after…
Helen Bauer
December 6, 2024 
Discover innovative strategies for aging well with Laura Lynn Morrissey, founder of SilverSavvy. Learn how to navigate life's later stages with confidence, access curated resources, and embrace wellness after 60. Gain expert insights on healthcare, financial planning, and living your best life..…
Discover innovative strategies for aging well with Laura Lynn Morrissey, founder of SilverSavvy. Learn how to navigate life's later stages with confidence, access curated resources, and embrace wellne…
Discover innovative strategies for aging well with Laura Lynn Morrissey, founder of SilverSavvy. Learn how to navigate life's later stages with confidence, access curated resources, and embrace wellness after 60. Gain expert insights on healthcare, financial planning, and living your best life....................🚀 LEVEL UP WITH HOST KAJ• FREE 15-min consultation: Book now on my Discovery Call Calendar here: https://www.thekajmasterclass.live/services• Be a guest on my show: Connect on PodMatch: https://www.podmatch.com/hostdetailpreview/kaj• Create pro livestreams:…
Khudania Ajay
December 5, 2024 Embracing a Global Lifestyle: Tips for Baby Boomers Moving Abroad Over 760,000 Americans receive Social Security benefits while living abroad. The top destination country is Costa Rica followed by Portugal, Mexico, Panama and Spain. Moving abroad at any age can be an exhilarating but daunting pro…
Embracing a Global Lifestyle: Tips for Baby Boomers Moving Abroad Over 760,000 Americans receive Social Security benefits while living abroad. The top destination country is Costa Rica followed by Po…
Embracing a Global Lifestyle: Tips for Baby Boomers Moving Abroad Over 760,000 Americans receive Social Security benefits while living abroad. The top destination country is Costa Rica followed by Portugal, Mexico, Panama and Spain. Moving abroad at any age can be an exhilarating but daunting prospect. For Baby Boomers, this could mean a thrilling second act filled with new adventures and experiences. However, it also comes with unique challenges that need careful consideration and planning. Our experts in this area of the site explore both the positives and negatives of moving overseas.…
In this episode of the Mindset Matters podcast, hosts Patrick and Steffany dive into a candid and thought-provoking discussion about equality, gender dynamics, and navigating societal divides. They begin with a quick acknowledgment of ad interruptions, emphasizing their commitment to improving the l…
In this episode of the Mindset Matters podcast, hosts Patrick and Steffany dive into a candid and thought-provoking discussion about equality, gender dynamics, and navigating societal divides. They be…
In this episode of the Mindset Matters podcast, hosts Patrick and Steffany dive into a candid and thought-provoking discussion about equality, gender dynamics, and navigating societal divides. They begin with a quick acknowledgment of ad interruptions, emphasizing their commitment to improving the listener experience. The core of the conversation explores the nuanced topic of equality, sparked by a rant Patrick encountered questioning traditional notions of "real men" and the demand for equality. The duo examines how differences in gender roles—whether physical, intellectual, or emotional—…
Patrick Francey
December 5, 2024 
In their new podcast, Root Talks, James and Ari open up about the story behind Root—their financial advisory firm—and how it grew from humble beginnings into a nationwide company with hundreds of clients, a 30-member team, and nearly $1 billion in managed assets.James shares how the unexpected t…
In their new podcast, Root Talks, James and Ari open up about the story behind Root—their financial advisory firm—and how it grew from humble beginnings into a nationwide company with hundreds of …
In their new podcast, Root Talks, James and Ari open up about the story behind Root—their financial advisory firm—and how it grew from humble beginnings into a nationwide company with hundreds of clients, a 30-member team, and nearly $1 billion in managed assets.James shares how the unexpected twist of being forced out of a stable financial advisor role led him to reevaluate everything. That introspection sparked the vision for Root, a firm built around purpose-driven financial planning. For him, it’s always been about using money as a tool to create meaningful lives—not just about bui…
James Conole
December 5, 2024 
If you’re looking to add some time-leveraged cash flow to your bottom line, two of the best options are investing in rental real estate and buying small businesses.Both are viable options, and to help you figure out if either or both of these investment options are right for you, it’s time for a…
If you’re looking to add some time-leveraged cash flow to your bottom line, two of the best options are investing in rental real estate and buying small businesses.Both are viable options, and to he…
If you’re looking to add some time-leveraged cash flow to your bottom line, two of the best options are investing in rental real estate and buying small businesses.Both are viable options, and to help you figure out if either or both of these investment options are right for you, it’s time for another Side Hustle Showdown.For the debate, I’ve invited back two Side Hustle Show favorites:Chad Carson is the owner of over 100+ properties and the author of Retire Early with Real Estate.Codie Sanchez is the owner of several so-called “boring” small businesses, including a laundromat a…
Nick Loper
December 5, 2024 
The ultimate podcast for military veterans, police officers, firefighters, and first responders preparing for life after service. As a military veteran or first responder, you need to plan and implement strategies to prepare for your transition into civilian life. In Round 48 of the Tactical Transit…
The ultimate podcast for military veterans, police officers, firefighters, and first responders preparing for life after service. As a military veteran or first responder, you need to plan and impleme…
The ultimate podcast for military veterans, police officers, firefighters, and first responders preparing for life after service. As a military veteran or first responder, you need to plan and implement strategies to prepare for your transition into civilian life. In Round 48 of the Tactical Transition Tips series on the Transition Drill Podcast, advice is tailored to police officers, first responders, and military veterans at various stages of their career transition. Whether you're on the cusp of change, planning a few years down the line, or envisioning a decade ahead, this episode has you …
Paul Pantani
December 5, 2024 
“It's not a new book, it's a new chapter!”Challenging traditional notions of retirement as an end to work, our guest, Retirement Life Coach Wendy Leggett, brings the ideal insights and tactics to help you shift out of a retirement “default” setting, and into a thoughtful exploratio…
“It's not a new book, it's a new chapter!”Challenging traditional notions of retirement as an end to work, our guest, Retirement Life Coach Wendy Leggett, brings the ideal insights and t…
“It's not a new book, it's a new chapter!”Challenging traditional notions of retirement as an end to work, our guest, Retirement Life Coach Wendy Leggett, brings the ideal insights and tactics to help you shift out of a retirement “default” setting, and into a thoughtful exploration that can lead to greater fulfillment.Wendy emphasizes the importance of planning and reflection when transitioning from work life to retirement, including the need for closure rituals and embracing the messy middle before embarking on the new beginning phase.She encourages retirees to find meaning…
Ande Lyons
December 5, 2024 
Image via DALL-ERelocating your office can feel like a big task, but with the right approach, it doesn’t have to be overwhelming. Whether you’re moving to accommodate growth, modernize your workspace, or optimize location, a well-…
Image via DALL-ERelocating your office can feel like a big task, but with the right approach, it doesn’t have to be overwhelming. Wh…
Image via DALL-ERelocating your office can feel like a big task, but with the right approach, it doesn’t have to be overwhelming. Whether you’re moving to accommodate growth, modernize your workspace, or optimize location, a well-planned office move can set your business up for success. Start with a PlanA successful office move begins with a solid plan. Have you thought about the timeline? What about the key people involved? Before diving into the logistics, take some time to map out every detail.First, establish clear goal…
Michael Levitt
December 5, 2024 
