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Podcast: Big Picture Retirement®
Episode: The 3 Parts to a Perfect Estate Plan – Part 3: Protecting the Beneficiaries' Inheritance (Estate Planning Series Finale)
Description: In the final installment of our 3-part estate planning series, we dive into one of the most overlooked—but critically important—aspects of planning: protecting your heirs' inheritance. It's not enough to simply leave assets to your loved ones. Without proper planning, those assets could be exposed to divorce, lawsuits, creditors, or mismanagement. We'll explore how using trusts can provide long-term protection and flexibility, and why leaving assets outright may be a costly mistake. You'll learn how to: Safeguard inheritances from a beneficiary's divorce or personal liabilities Provide for special needs or disabled heir...