In this episode of Risk Meets Reality, we dive into why having an estate plan matters, no matter your stage of life or financial situation. We explore the differences between wills and trusts, what it means to name an executor, and how assets can be transferred in a way that protects both your wishes and your family’s future. We’ll also look at why some choose to establish LLCs or trusts as part of their planning and, most importantly, how insurance fits into the bigger picture. From creating security for loved ones to safeguarding generational wealth, you’ll learn how these pieces come together to form a plan that provides clarity and peace of mind.

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