Ep. 134: What Every Retiree Needs To Know About Wills, Trusts, Probate, and Overall Estate Planning, As You Transition To Retirement (w/ Ryan Smith)
Thousands of retirees relocate every year looking for lower taxes, a lower cost of living, better weather, or to be closer to family.
In this episode, I’m sitting down with estate planning attorney and financial advisor Ryan Smith to discuss the estate planning issues that many retirees overlook after relocating. From wills and trusts to powers of attorney, healthcare directives, probate laws, and beneficiary designations, we’ll explain what should be reviewed when you establish residency in a new state.
While this conversation focuses on retirees relocating during retirement, the same planning considerations will apply to just about any retiree.
In this episode, you’ll learn:
- Why moving to another state can impact your estate plan
- Which legal documents should be reviewed after relocating
- Tennessee-specific estate planning considerations
- Common mistakes retirees make when changing residency
- Practical steps to protect your family and your legacy
- Making life easier for your fiduciary relationships and beneficiaries
Whether you’re moving for family, lower taxes, or a better retirement lifestyle, this episode will help you avoid costly planning mistakes before they’re discovered when it’s too late.
Connect with Ryan Smith here:
👍 If you found this helpful: Hit Like, subscribe, and I’ll see you next week with more retirement planning content designed for people over 50 who want to make work optional.
~ Kevin
Are you interested in working with me 1 on 1?
You can start with our Retirement Readiness Questionnaire linked on our website so we can learn more about how we can help in your journey to and through retirement.
Connect with me here:
Or, visit my website
This is for general education purposes only and should not be considered as tax, legal, or investment advice.
