Financial Planning and Estate Planning: How Florida Families Can Protect Their Future

Episode Summary: In this episode, Estate planning attorney explained how financial planning complements estate planning. They discuss strategies to protect your assets, secure a comfortable retirement, and pass wealth responsibly to the next generation. Topics include trusts, step-up in basis, long-term care planning, and the importance of working with a professional team to safeguard your family’s financial future.

Key Timestamps:

00:00: Financial planning and estate planning alignment 02:20: Initial financial steps in estate planning 05:00: Diversifying short-, medium-, and long-term goals 08:30: Trusts, estate planning, and step-up in basis benefits 12:40: Collaborating with attorneys, CPAs, and advisors 15:00: Costs, insurance, and early planning benefits 18:40: Reviewing financial and estate plans regularly 20:00: Risks of DIY financial planning 22:00: The value of fiduciary advisors

About the Show: Wills Estates and What Comes Next provides Florida families with clear, compassionate guidance through estate planning and probate. Attorney Jamie Cuzmar shares actionable advice to help families protect what matters most, avoid costly mistakes, and plan for a secure financial future. Each episode features expert insights from professionals in finance, law, and wealth management.