Think your estate plan is set because you have a will? Art McPherson reveals why most trusts remain unfunded, why probate can derail your family’s finances, and how new senior tax deductions change the planning landscape. From legacy misconceptions to smart charitable strategies and Roth opportunities, this episode helps simplify complex decisions and protect what matters most.

For more information visit www.artofmoney.com!

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Think your estate plan is set because you have a will? Art McPherson reveals why most trusts remain unfunded, why probate can derail your family&rsquo;s finances, and how new senior tax deductions change the planning landscape. From legacy misconceptions to smart charitable strategies and Roth opportunities, this episode helps simplify complex decisions and protect what matters most.
For more information visit&nbsp;<a href="https://www.artofmoney.com">www.artofmoney.com</a>!
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For more than 25 years, Art McPherson of McPherson Financial Group has been helping baby boomers in Florida retire successfully with his unique money method. If you have questions about 401(k)s, taxes, Social Security, estate planning or creating income in retirement, this show is for you! Find more at www.artofmoneyradio.com or call 321-250-3177.

For more than 25 years, Art McPherson of McPherson Financial Group has been helping baby boomers in Florida retire successfully with his unique money method. If you have questions about 401(k)s, taxes, Social Security, estate planning or creating income in retirement, this show is for you! Find more at <a href="http://www.artofmoneyradio.com">www.artofmoneyradio.com</a> or call 321-250-3177.

The Art of Money with Art McPherson

For more than 25 years, Art McPherson of McPherson Financial Group has been helping baby boomers in Florida retire successfully with his unique money method. If you have questions about 401(k)s, taxes, Social Security, estate planning or creating income in retirement, this show is for you!  Find more at www.artofmoneyradio.com.