Listen "Episode 26 Why Everyone Needs an Estate Plan"
Episode Synopsis
Do you think estate planning is only for the wealthy? Think again! This week on the show Kelly talks with Bo Moore about the importance of planning for your estate to pass on to the next generation. Proper planning will go a long way in maintaining the peace and harmony in your family and protecting your family legacy.Kelly is the agency owner of Hometown Retirement Specialists, LLC. She specializes in working with retirees and those who are approaching retirement age. Kelly has a deep understanding of the unique challenges and opportunities that retirees are facing. Her expertise focuses on retirement income planning, asset protection, estate strategies and Medicare.If you’d like to learn more about Kelly and Hometown Retirement Specialists check outwww.yourHRSagent.comWe do not offer legal or accounting advice. Please consult the necessary professional before making any legal or tax decisions.Get in touchEmail [email protected] call 814-419-8424Connect on Socialwww.facebook.com/yourhrsagentwww.instagram.com/yourhrsagent.comhttps://www.linkedin.com/in/kelly-racicot-697ab954Kelly Racicot is the agency owner of Hometown Retirement Specialists, LLC. NeitherKelly or her company are affiliated or endorsed by CMS, Medicare, the Social SecurityAdministration, or any government agency. Hometown Retirement Specialists, LLCdoes not offer every plan available in your area. The information we provide is limited to the plans we do offer in your area. Please visit Medicare.gov or call 1-800-MEDICARE to get information on all your options.The information shared in this episode does not constitute tax, legal or investmentadvice. All opinions and information shared in this episode is for informational purposesonly and should not be acted upon with the assistance of a qualified and licensedprofessional. Guarantees mentioned are subject to the strength and claims payingability of the insurance company and any mention of rates or performance are subject to change without notice. This podcast shall in no way be construed or interpreted as asolicitation to sell or offer to sell products to any residents of any state in which Kelly orher firm is not licensed or where otherwise legally permitted.Neither Kelly or her company are affiliated or endorsed by CMS, Medicare, the SocialSecurity Administration, or any government agency. We do not offer every planavailable in your area. Currently we represent 8 organizations which offer 766 products in the area. Please contact Medicare.gov, 1-800-MEDICARE or your local State Health Insurance Program (SHIP) to get information on all of your options.If you have questions about the show, Kelly or Hometown Retirement Specialists pleasevisit us on the web @ your HRS agent.com
More episodes of the podcast Retire Well with Kelly Racicot
Episode 43 New Retirement Rules For 2025
04/12/2024
Episode 40 Phase 2 of Retirement Planning
18/09/2024
Episode 35 The Looming Long Term Care Crisis
03/07/2024
Episode 34 The Simple Truth About Annuities
19/06/2024