✍️ Estate planning may not be the most glamorous topic—but it’s one of the most important steps you can take to protect your family and your legacy. Without a plan, you risk letting the government decide what happens to your wealth, or worse, creating family conflicts that last for generations.
In this episode of the Retirement Planners of America Podcast, Ken Moraif and Jeremy Thornton break down:
✅ The basics of wills and why every retiree should have one
✅ What happens if you die intestate (without a will)
✅ How A/B trusts and dynasty trusts protect your heirs and minimize estate taxes
✅ When to consider a living trust—and how it helps avoid costly probate
✅ Power of Attorney documents you should have to protect yourself while alive
✅ Common estate planning mistakes and how to avoid them
Estate planning is more than a legal exercise—it’s an act of love that can save your family money, time, and heartache.
👉 Subscribe for more retirement insights and planning strategies
RPOA Advisors, Inc. (d/b/a Retirement Planners of America) (“RPOA”) is an SEC-registered investment adviser. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RPOA has attained a certain level of skill or training.
This podcast has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, personalized investment, financial, tax, or legal advice. RPOA does not provide tax or legal advice. You should consult your own tax and legal advisors before engaging in any transaction or strategy.
Opinions expressed are those of RPOA as of the date of publication and are subject to change. Investing involves risks, including possible loss of principal. Diversification and asset allocation do not guarantee a profit, nor do they eliminate the risk of loss. Past performance is no guarantee of future results.
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