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What could a simple deed change save your family from thousands in unnecessary costs? This episode tackles one of the most common retirement concerns: how to handle real estate efficiently in an estate plan. The team breaks down how probate works, why many aim to avoid it, and how tools like transfer-on-death deeds can simplify the process in certain states. They also discuss common mistakes, including adding children as joint owners and the potential tax and liability consequences. Plus, hear practical considerations around Medicare timing and tax-efficient ways to cover premiums.

Want to begin building your retirement and tax plan? Click Here to Schedule a 15-minute Discovery Call

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43:T571,