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#22 - How to Secure Your Legacy


Do you know the difference between a will and a living trust?

Worried about protecting your assets after you're gone?

Dive into estate planning essentials on The Simply Retirement Podcast with host Eric Blake. He brings on Susan Barnett from Haiman Hogue, offering valuable advice, especially for single women, widows, and divorcees aiming to protect their financial future.

With over twenty years in law, Susan Barnett clarifies the choice between wills and living trusts, emphasizing the need for estate planning for life's unforeseen events, and underscoring the crucial role of a financial power of attorney.

 Key Highlights: 

  • Estate Planning Explored: Unpack the necessity of comprehensive estate planning
  • Living Trusts Made Clear: Susan Barnett sheds light on living trusts as adaptable and secure asset management tools
  • Roles Defined in Living Trusts: Understand the critical roles and their impact on maintaining control over your assets
  • Benefits of Dodging Probate: Discover how living trusts can protect your privacy and avoid the complications of the probate process
  • Limitations of Simple Wills: Learn about the potential risks associated with basic wills and how they may expose you to fraud
  • Importance of Document Updates: A compelling example emphasizing the need to keep your estate documents up-to-date
  • And much more!

Are You Retiring Soon?

We specialize in helping women over 55 develop a retirement strategy that provides dignity and independence throughout retirement.

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Ways to Enjoy Today's Episode

📚 Read a Transcript of the Episode Below
👀 Watch us on YouTube
🎧 Listen on Your Favorite Podcast App

Episode Resources: 

➡ Join the Simply Retirement Newsletter
➡ Ask a Question
➡ #18 - Why You Need an Estate Plan With Chris Downs
➡ LinkedIn: Susan Barnett
➡ Website: HaimanHogue.com

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.

This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

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