Retirement Wars! With the Kingsguard Capital J-Team
Your retirement is under attack from taxes, inflation, and skyrocketing healthcare costs. In the Retirement Wars! podcast, the J-team outlines strategies to help you fortify and protect the retirement you've worked so hard to build.
Retirement Wars! With the Kingsguard Capital J-Team
Common Pitfalls Of Estate Planning
In this episode of the Kingsguard Capitol Retirement Wars podcast, hosts Joseph and Chris Cervinca discuss critical aspects of retirement planning, focusing on legacy planning and estate management. They explore the differences between wills and trusts, the importance of beneficiary designations, and strategies like Qualified Charitable Distributions (QCDs) to optimize tax benefits. Real-life examples illustrate common pitfalls in estate planning, emphasizing the need for proactive strategies to protect wealth and ensure a smooth transfer to heirs.
Reach out to the Kingsguard Capital J-Team at 804-886-1196