Join Mark Falter on this enlightening episode of “The Retirement Income Hour,” where he breaks down the complexities of estate planning. Learn the critical differences between wills and trusts, the risks of probate and strategies to avoid unnecessary legal and tax burdens. Mark discusses how proper estate planning can protect your legacy, reduce family tensions and streamline asset distribution. Whether you’re considering a trust, need advice on funding one, or want to understand the impact of Medicaid spend-down, this episode provides actionable insights to secure your family’s future.
Listen to this episode here: Past Episodes