Legacy planning is about more than documents—it’s about avoiding unintended consequences. Art McPherson discusses estate planning oversights, unfunded trusts, and the emotional strain families face when plans aren’t complete. The episode reframes legacy as a process that blends clarity, coordination, and intention.

For more information visit www.artofmoney.com!

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Legacy planning is about more than documents&mdash;it&rsquo;s about avoiding unintended consequences. Art McPherson discusses estate planning oversights, unfunded trusts, and the emotional strain families face when plans aren&rsquo;t complete. The episode reframes legacy as a process that blends clarity, coordination, and intention.
For more information visit <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.