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Planning for the future isn’t just about what you leave behind; it’s also about how you live today.
Yet far too many retirees assume that a simple will is enough to protect their assets, their wishes, and their loved ones. In reality, effective estate planning involves proactive decisions, coordinated professionals, and a clear vision for both your life and your legacy.
In this episode of Retirement Unlocked, Larry Heller speaks with elder law attorney Wendy Goidel to surface overlooked strategies that can help families navigate the real-life complexity of aging, incapacity, and generational wealth transfer, from durable powers of attorney to personal care instructions and legacy letters.
What you’ll learn:
- The core legal documents that every retiree should have, and how to make sure they actually work
- How trust funding, titling, and beneficiary designations often make or break an estate plan
- Why long-term care costs derail even well-built retirement plans, and how to prepare early
- The overlooked value of legacy planning tools like ethical wills and caregiver instructions
- And so much more!
Related: Retirement Plan Mistakes That Could Be Costing You Growth, Talent, and Control