15 - Estate Planning Explained: Wills, Trusts, Taxes & Legacy Protection
Your Retirement Blueprint with Michael by Greywell Wealth Group
E15
Dec 6, 2025
11:45
Episode notes
Discover how to protect your wealth and secure your family’s future in this episode on estate planning. Certified Financial Planner Michael breaks down the essentials — from wills and trusts to beneficiary designations, tax planning, and legacy protection. Learn the difference between per stirpes vs. per capita inheritance, how the SECURE Act impacts retirement accounts, and why updating beneficiaries and planning for incapacity are critical. Whether you’re building a legacy, minimizing estate taxes, or exploring charitable giving strategies, this episode offers actionable insights to help you create a comprehensive estate plan that truly works for your loved ones.
Free Consultation with Michael: https://forms.gle/9s8innFwpXtWEJW3A
Keywords
retirement planning
financial advisor
certified financial planner
fiduciary
financial plan
financial coaching
tax planning
tax strategy
insurance
estate planning
roth
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