<description>&lt;p class="MsoNoSpacing"&gt;It's easy to avoid thinking about the realities of aging and the challenges it can bring. But, overlooking the true costs of healthcare and assistance can leave even the best financial plans vulnerable. Jennifer is joined by her son (and financial advisor) Cameron to explore why these risks are so commonly underestimated and what it means for your future security. Are you truly prepared for the hidden costs of growing older? Tune in the find out.&lt;/p&gt; &lt;p class="MsoNoSpacing"&gt;&lt;strong&gt;Here's some of what we discuss in this episode:&lt;/strong&gt;&lt;/p&gt; &lt;p class="MsoNoSpacing"&gt;&lt;strong&gt;&lt;span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"&gt; 📛&lt;/span&gt; Designations Matter:&lt;/strong&gt; why beneficiary forms override your will&lt;/p&gt; &lt;p class="MsoNoSpacing"&gt;&lt;span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"&gt; 💸&lt;/span&gt; &lt;strong&gt;Planning for Expenses:&lt;/strong&gt; the danger of ignoring future healthcare and long-term care costs&lt;/p&gt; &lt;p class="MsoNoSpacing"&gt;&lt;strong&gt;&lt;span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"&gt; 🔄&lt;/span&gt; Update Your Heirs:&lt;/strong&gt; outdated beneficiaries that send assets to the wrong person&lt;/p&gt; &lt;p class="MsoNoSpacing"&gt;&lt;strong&gt;&lt;span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"&gt; 🏡&lt;/span&gt; Don't Gift Too Soon:&lt;/strong&gt; tax traps when transferring property while alive&lt;/p&gt; &lt;p class="MsoNoSpacing"&gt;&lt;strong&gt;&lt;span style= "font-family: 'Apple Color Emoji'; mso-bidi-font-family: 'Apple Color Emoji';"&gt; 🤝&lt;/span&gt; Avoid Family Conflict:&lt;/strong&gt; how communication prevents litigation&lt;/p&gt; &lt;p class="MsoNoSpacing"&gt; &lt;/p&gt; &lt;p class="MsoNoSpacing"&gt;&lt;strong&gt;Contact Maestro Wealth:&lt;/strong&gt;&lt;/p&gt; &lt;p&gt;&lt;span style="font-size: 12pt;"&gt;&lt;strong&gt;Get additional financial resources:&lt;/strong&gt; &lt;a href= "https://maestrowealth.com/how-money-works-podcast/"&gt;https://maestrowealth.com/how-money-works-podcast/&lt;/a&gt; &lt;/span&gt;&lt;/p&gt; &lt;p&gt;&lt;span style="font-size: 12pt;"&gt;&lt;strong&gt;Schedule a meeting:&lt;/strong&gt; &lt;a href= "https://timetoseemaestrowealth.as.me/ReadytoBegin"&gt;https://timetoseemaestrowealth.as.me/ReadytoBegin&lt;/a&gt; &lt;/span&gt;&lt;/p&gt; &lt;p&gt;&lt;span style="font-size: 12pt;"&gt;&lt;strong&gt;Phone&lt;/strong&gt;: 336-448-1086&lt;/span&gt;&lt;/p&gt; &lt;p class="MsoNoSpacing"&gt; &lt;/p&gt;</description>

How Money Works

Craig Moser

Safeguard Your Legacy: Avoiding Common Errors in Estate Planning

DEC 4, 202525 MIN
How Money Works

Safeguard Your Legacy: Avoiding Common Errors in Estate Planning

DEC 4, 202525 MIN

Description

It's easy to avoid thinking about the realities of aging and the challenges it can bring. But, overlooking the true costs of healthcare and assistance can leave even the best financial plans vulnerable. Jennifer is joined by her son (and financial advisor) Cameron to explore why these risks are so commonly underestimated and what it means for your future security. Are you truly prepared for the hidden costs of growing older? Tune in the find out. Here's some of what we discuss in this episode: 📛 Designations Matter: why beneficiary forms override your will 💸 Planning for Expenses: the danger of ignoring future healthcare and long-term care costs 🔄 Update Your Heirs: outdated beneficiaries that send assets to the wrong person 🏡 Don't Gift Too Soon: tax traps when transferring property while alive 🤝 Avoid Family Conflict: how communication prevents litigation Contact Maestro Wealth: Get additional financial resources: https://maestrowealth.com/how-money-works-podcast/ Schedule a meeting: https://timetoseemaestrowealth.as.me/ReadytoBegin Phone: 336-448-1086