The 3 Parts to a Perfect Estate Plan – Part 3: Protecting the Beneficiaries’ Inheritance (Finale) скачать в хорошем качестве

The 3 Parts to a Perfect Estate Plan – Part 3: Protecting the Beneficiaries’ Inheritance (Finale)

In the final episode of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs’ inheritance. It’s not enough to simply leave assets to your loved ones. Without proper planning, those assets could be exposed to divorce, lawsuits, creditors, or mismanagement. We’ll explore how using trusts can provide long-term protection and flexibility, and why leaving assets outright may be a costly mistake. You’ll learn how to: → Safeguard inheritances from a beneficiary’s divorce or personal liabilities → Provide for special needs or disabled heirs without jeopardizing government benefits →Handle contingency planning, including what happens if a beneficiary predeceases you → Protect minor children using trusts instead of relying on court-supervised guardianships We also highlight common mistakes (like failing to update your estate plan after major life events) and share practical steps to avoid them. 🎙️ Welcome to the Video Version of Our Podcast This is Big Picture Retirement. You can find the audio version of all these episodes on our website, https://www.bigpictureretirement.com/, or anywhere podcasts are found. 📌 Stay Connected & Never Miss an Episode! We release new content every week—be sure to subscribe and follow so you don’t miss out. 👋 Meet Your Hosts → John Ross, JD is an estate planning attorney who helps families navigate complex legal and elder law issues. → Devin Carroll, CFP® is a financial planner who specializes in tax-efficient retirement planning that dares to question conventional wisdom. Together, we break down the tax, legal, and financial components of a Big Picture Retirement into clear, actionable insights. 🎁 Grab the Big Picture Retirement Planning Cheat Sheet The essential brackets, thresholds, and retirement rules—condensed into a powerful, easy to read summary. 👉 https://www.carrolladvisory.com/pl/21... ❓ Have a Question for Devin or John? Submit yours at https://www.bigpictureretirement.com/ — just click “Ask A Question.” 🔗 Want to Work With Us? While this show doesn’t offer personalized tax, legal, or financial advice, you can connect with our firms directly: →Contact Devin’s team at https://carrolladvisory.co/youtubeBPR1 →Contact John’s team at https://www.rossandshoalmire.com/