People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll explore some of the critical questions you should ask about these strategies as you prepare for retirement.   Important Links: Website: PlanWiseRetireFreePodcast.com Call: 800-779-4592

Plan Wise. Retire Free.

What Retirees Should Know About Wills & Trusts

Financial and retirement planning guidance from Jude Wilson and Mike Mott. Serving retirees and pre-retirees in central Florida, with offices in Orlando and Bradenton.