7: Retirement Reimagined Episode 7: Estate Planning in Retirement - Securing Your Family's Future
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7: Retirement Reimagined Episode 7: Estate Planning in Retirement - Securing Your Family's Future
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About this listen
Maya and Carin debunk common misconceptions, including the dangerous belief that "only wealthy people need wills," and explore the psychological barriers that prevent people from planning their estates.
Key topics covered:
- The critical difference between how property and retirement funds are handled in your estate
- Why intestate succession rarely reflects your true wishes
- Smart strategies for choosing executors and managing estate costs
- How to use testamentary trusts to protect vulnerable family members
- When and how to update your will as life circumstances change
Whether you're just starting your retirement journey or reviewing your existing plans, this episode delivers essential insights that could save your family from financial and emotional turmoil. Don't let poor planning overshadow a lifetime of hard work.
For more information on the retirement survey, click this link.
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