Скачать или смотреть Estate Planning with Holly Geerdes | Financially Fluent Podcast Ep. 5

In this episode of Financially Fluent, host Ray Godleski is joined by estate planning expert Holly Geerdes for a powerful conversation on wills, trusts, probate, and long-term care planning. Whether you're planning for retirement, caring for a loved one, or navigating the complexities of estate law, this episode is packed with expert insights and real-life examples to help you prepare and protect what matters most.

Topics Covered:
What probate really means—and why a will alone doesn’t avoid it
The difference between wills, revocable trusts, and irrevocable trusts
How trusts can benefit anyone, not just the wealthy
The critical role of special needs trusts for families with disabled children
Rising long-term care costs and how to plan around them
What Medicare really covers—and what it doesn’t
The growing importance of hybrid long-term care insurance policies
Why family caregivers need more support and financial safeguards
The impact of not planning—and how to avoid costly mistakes

If you’ve ever asked yourself how to protect your assets, care for aging parents, or prepare for your own future, this episode is a must-listen.

🎧 Listen on Your Favorite Platform:
Apple Podcasts: https://podcasts.apple.com/sg/podcast...
Spotify: https://open.spotify.com/show/1vwj8at...
Website & More Episodes: https://financiallyfluentpodcast.com/...

📅 Ready to take the next step in your estate plan?

Visit https://financiallyfluentpodcast.com to learn more or book a call with Ray Godleski.