In this episode, Larry dives into one of the most overlooked—but most important—parts of your year-end retirement checklist: your estate plan. Many people assume estate planning is only for the wealthy, but Larry explains why every retiree—regardless of assets—needs the right documents in place. He and Kim discuss the common misconceptions around wills and trusts, why outdated paperwork can create major problems, and how a solid estate plan can be one of the greatest gifts you leave to your family.
 
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