Yes, You Need An Estate Plan | Retirement Playbook Ep 56

Estate planning isn’t just for the wealthy—it’s essential for anyone who wants to protect their assets and ensure their wishes are carried out. In this episode of The Retirement Playbook, Brock Alspaugh and Tony Shore break down the must-have estate planning documents, from wills and trusts to power of attorney and beneficiary designations. They discuss common mistakes, real-life scenarios, and why proper planning can save your family from unnecessary stress and legal battles. Don’t leave your legacy to chance—take control of your estate plan today!

Timestamps:
02:41 - Why estate planning matters for everyone
03:42 - Avoiding probate and passing assets efficiently
05:18 - The two key questions: Who owns what and who gets what?
06:20 - The importance of powers of attorney for finances and healthcare
07:57 - What a medical directive is and why you need one
10:05 - Keeping beneficiary designations updated
12:09 - The importance of a beneficiary deed for your home
13:38 - Why everyone should have a will
14:38 - How a trust can help avoid probate and protect your assets
17:37 - The importance of communicating your plan with family
18:07 - Using a video message to explain your estate plan
20:35 - Why estate planning is just as important as retirement planning

Ready to take your 401K to the next level? Call us at 573-332-7855 or visit www.alspaughwealthmanagement.com to schedule your consultation today!

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Видео Yes, You Need An Estate Plan | Retirement Playbook Ep 56 канала Alspaugh Wealth Management