09 – What Every Retiree Needs to Know About Estate Planning
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09 – What Every Retiree Needs to Know About Estate Planning
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis explains why estate planning, tax strategy, and income planning must work together to protect your retirement. From living trusts to avoiding probate, Stewart breaks down the most common estate planning mistakes—and how to avoid them.
You'll learn how to create tax-efficient withdrawal strategies, preserve wealth for your heirs, and navigate retirement with confidence. Stewart also shares insights on using life insurance and annuities as estate tools, when they’re appropriate, and how to avoid product-driven advice that doesn’t serve your best interests.
Plus, find out what red flags to look for during Medicare open enrollment and how to avoid falling victim to retirement scams.
If you're serious about protecting your legacy and your lifestyle, this episode delivers actionable advice and clarity.
For your complimentary portfolio review and estate planning analysis, visit AssetPreservationWealth.com.