What if the “magic number” for needing a will or trust is far lower than you think? Marc, Dylan, and David Linsky explore why estate planning isn’t just for the ultra‑wealthy and how goals, assets, and legacy wishes shape the right plan. They share real‑world examples, including how charitable tools and tax strategies can work together, and explain what to expect in an initial consultation. It’s a clear look at why understanding who you are matters just as much as what you own when preparing for the future.

To schedule a complimentary consultation with L3 Family Wealth Partners visit RetirementRealityReport.com

As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and everything retirement planning related. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.

What if the &ldquo;magic number&rdquo; for needing a will or trust is far lower than you think? Marc, Dylan, and David Linsky explore why estate planning isn&rsquo;t just for the ultra‑wealthy and how goals, assets, and legacy wishes shape the right plan. They share real‑world examples, including how charitable tools and tax strategies can work together, and explain what to expect in an initial consultation. It&rsquo;s a clear look at why understanding who you are matters just as much as what you own when preparing for the future.
To schedule a complimentary consultation with L3 Family Wealth Partners visit&nbsp;<a href="https://retirementrealityreport.com/">RetirementRealityReport.com</a>
As a certified financial planner for 35 years, Marc Linsky has been helping clients with wealth management, taxes, and everything retirement planning related. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.

As a certified financial planner for 35 years, Marc Linsky has been helping clients to and through the retirement process. Join Marc each week along with his sons, David and Dylan, on The Retirement Reality Report. They help educate us on building assets for Life, Longevity and Legacy.