Send us a textBoomers Bucks and Bling Ep. 15 | Why You Need a Living Trust Before RetirementWelcome back to Boomers Bucks and Bling—where retirement planning meets real talk, real strategy, and a little bit of sparkle ✨.In this episode, host Carl Spiteri sits down with estate planning attorney Danielle Barger, founding partner at Barger & Batiste Law. Together, they unpack why a living trust isn’t just a good idea—it’s essential, especially if you're nearing or in retirement.🧠 In This Episode, You'll Learn:Why a living trust matters more than just “avoiding probate”What happens if one spouse becomes incapacitated without proper documentsThe real costs of not having a trust (spoiler: it’s expensive)Why reverse mortgage borrowers especially need to plan aheadThe truth about transfer-on-death deeds, powers of attorney, and healthcare directivesHow to avoid probate delays, legal headaches, and family conflicts👩‍⚖️ About Our Guest:Danielle Barger is a leading San Diego estate planning attorney specializing in trusts, wills, probate, and incapacity planning. Learn more at:🌐 https://dbsquaredlaw.com📞 (858) 886-7000🎧 Listen to More Episodes:Spotify: https://ow.ly/ttaN50TZH81Apple Podcasts: https://ow.ly/cFb350TZH84YouTube Playlist: https://ow.ly/cwaf50TZH8u🔔 Don't forget to subscribe and drop a comment! Let us know what retirement topic you’d like us to cover next.#LivingTrust #EstatePlanning #RetirementPlanning #ReverseMortgage #BoomersBucksBling #DanielleBerger #TrustAttorney #AvoidProbate

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