The Life and Legacy Show

The Perfect Estate Plan For Baby Boomers?

January 20, 2024 Tim Sechler Season 1 Episode 152
The Perfect Estate Plan For Baby Boomers?
The Life and Legacy Show
More Info
The Life and Legacy Show
The Perfect Estate Plan For Baby Boomers?
Jan 20, 2024 Season 1 Episode 152
Tim Sechler

The subject of estate planning confuses a lot of people.  There are so many things to consider.  How do I protect against probate, taxes, and nursing homes? Is a will good enough?  Should I consider a trust?  What type of trust?  

In this episode, Tim discusses what just might be the perfect estate plan for middle-class baby boomers. 

Here's a hint:  Which is better... a screw driver or a hammer?  Our bet is that you have both in your toolbox. 

Show Notes

The subject of estate planning confuses a lot of people.  There are so many things to consider.  How do I protect against probate, taxes, and nursing homes? Is a will good enough?  Should I consider a trust?  What type of trust?  

In this episode, Tim discusses what just might be the perfect estate plan for middle-class baby boomers. 

Here's a hint:  Which is better... a screw driver or a hammer?  Our bet is that you have both in your toolbox.