Keeping Your Money in the Family Takes Strategy

After you’re gone, your money has three potential destinations: Uncle Sam, attorneys, or your family. The choice is yours, but...

Without a proper estate plan, the decision could be made for you!

Watch this episode of Retirement Designed Differently as Billy Voyles discusses crucial strategies to ensure your wealth is transferred to your descendants, rather than being lost to taxes or legal fees.

Don't leave your family with a mess to clean up. Call us at 651-461-6151 for a complimentary consultation to review your existing plan or help you create one from the first step.

TIMESTAMPS

00:00 – Intro
02:08 – Planning Your Estate and Taxes
06:16 – ‘Insuring Your Wealth’
10:13 – Estate Planning Checklist
16:24 – Estate Planning with Your Spouse
20:43 – You Might Need a Financial Advisor if You Love Your Family
22:12 – When Do You Need a Trust?
24:39 – Working With an Attorney on Legacy Planning
27:01 – Outro

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