On this episode of “The Retirement Income Hour,” Mark Falter dives into the essentials of estate planning, explaining why having a well-structured plan is crucial for minimizing probate, reducing taxes and helping ensure your loved ones are cared for. He discusses key components of a comprehensive estate plan, such as living trusts, wills and powers of attorney, and their roles in safeguarding assets. Mark also offers insights on avoiding Medicaid spend down, easing family tensions and implementing tools like “do not contest” clauses to prevent disputes.
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