Tag: Probate

Feature Image
Q&A: Living Trusts, Social Security, and Protecting Your Retirement (Ep. 53)

Q&A: Living Trusts, Social Security, and Protecting Your Retirement (Ep. 53)

By |

Retirement planning can feel overwhelming, especially when faced with difficult questions about protecting your assets,  Social Security benefits, and market uncertainties. 

In this episode, I answer listener questions about whether to choose a living trust or a will, explain how Social Security benefits work for widows and divorced women, and discuss how to prepare your retirement income for market ups and downs. I also share practical tips on building a financial safety net and touch on the importance of tax planning through retirement stages.

Key points:

  • The considerations involved in deciding between a will and a living trust, emphasizing the importance of privacy
  • How divorce can affect Social Security benefits, and whether it’s possible to receive higher benefits based on a former spouse’s record
  • The Social Security Fairness Act and how it impacts individuals, specifically teachers, receiving both a pension and Social Security
  • Strategies to preserve your retirement income
  • The conditions under which children can receive Social Security retirement benefits, a topic that is not frequently discussed
  • And more!

Resources:

Connect with Eric Blake: 

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More

Feature Image
Navigating Estate Planning for Remarriage in Retirement with Amy June (Ep. 42)

Navigating Estate Planning for Remarriage in Retirement with Amy June (Ep. 42)

By |

Estate planning is crucial, especially for those remarrying later in life.

What happens when life changes and your estate plan doesn’t? 

Amy June, an estate planning attorney focused on helping clients navigate life events, joins Eric Blake to share advice on navigating remarriage, blended families, and protecting your legacy. Learn strategies to ensure your loved ones are cared for while avoiding legal pitfalls.

Amy discusses:

  • The importance of creating or updating your estate plan before or shortly after remarriage
  • Key estate planning documents every individual or couple should have
  • Common challenges with blended families and strategies to address them
  • How to align beneficiary designations with your overall estate plan
  • The role of prenuptial agreements in safeguarding assets and clarifying intentions
  • And more!

Resources:

Connect with Eric Blake: 

Connect with Amy June: 

About Our Guest: 

Amy June is licensed in and serves clients throughout Texas and California, specializing in estate planning and asset protection. She has a wide range of experience in-house with large companies and entrepreneurial startups and as a litigator with an Am-Law 100 law firm. She has seen what the lack of a firm business foundation and effective estate planning can do and has the experience and knowledge so that her clients avoid those expensive, time-consuming, and heartbreaking consequences.

She also has a demonstrated history of working in the community and is highly respected by her peers and clients. She takes a human, empathetic approach, eliminating the fear and intimidation of speaking with a lawyer. She invests time and energy in understanding her clients’ history, goals, and values, and is dedicated to using that knowledge to help people navigate their needs and those of their loved ones, now and in the future.

Podcast: Play in new window | Download | Embed

Subscribe: RSS | More