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Retirement Roadmap Radio: Retirement Must Haves & Bare Minimums

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Has your estate plan become a dusty relic? In this episode, Mark and Evan Fricks discuss legacy planning and how to make it a part of a robust roadmap that reflects your current wishes and complies with ever-changing laws. Discover how Advance Directives can be essential, especially if you live across state lines, and how they can possibly prevent court battles while honoring your healthcare decisions. Navigate the intricacies of beneficiary designations and how they can be a pivotal part of your legacy planning toolkit. Keeping your beneficiaries up-to-date could spare your heirs from the cumbersome probate process, especially after life changes or corporate shifts. Having an adequately equipped estate plan can protect your family and can help your estate transition smoothly according to your wishes.

 

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