This episode of “The Retirement Income Hour” dives into the essentials of estate planning with host Mark Falter. Learn the key reasons to establish a proper estate plan, including avoiding probate, minimizing taxes, and reducing family tensions. Mark explains the differences between wills and trusts, Medicaid spend-down strategies, and the importance of funding your trust to ensure a seamless asset transfer. With practical tips and insights, this discussion is designed to help you protect your assets and provide clarity for your loved ones.
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