Estate planning is not just for the wealthy. It protects retirement assets, minimizes taxes, controls how wealth transfers to heirs, and keeps families out of probate court. To learn more, visit https://meliagroup.com/estate-planning/
[happy] Welcome back, everyone. Today we’re looking at how estate planning directly impacts your retirement wealth. I’m here with a guest who handles this strategy daily, so let's dive straight in. So let's start with the big picture. Why should someone nearing or in retirement even be thinking about estate planning right now?
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