Why Retirement Is a New Phase of Estate Planning (Ep. 196)

Retirement often changes how your wealth is structured, distributed, and taxed, potentially exposing estate planning gaps that were easy to overlook during your working years. In this episode, Larry Heller, CFP®, CDFA®, explores why retirement is a new phase of estate planning and what families, especially those with higher net worth, should be reviewing now. […]

Why Retirement Is a New Phase of Estate Planning

Many people think of estate planning as something you do once, sign, and store away. A will is drafted. Powers of attorney are completed. Maybe a trust is created. Then the documents go into a safe place and rarely get revisited. But retirement changes the financial landscape in meaningful ways. Income sources shift. Account balances […]