Retire On Your Best Path with Liz Whitteberry
If you want to retire with confidence and a well-rounded plan, then listen to Retire On Your Best Path with Liz Whitteberry of Best Path Advisors. Liz is an experienced financial advisor who specializes in working with retirement-focused women and couples who desire confidence and clarity so they can live their best life on purpose. On this show, Liz will tackle important issues like income planning, legacy building, minimizing taxes, managing risk, and so much more. Hear her unique approach to planning and learn why it's so important to have a clear, comprehensive, collaborative, and compassionate process to get to, and through, retirement. If you have any questions or want to reach out, go to https://www.bestpathadvisors.com or call 817-849-1375 for more information.
Retire On Your Best Path with Liz Whitteberry
Protecting Your Legacy With Smart Estate Planning
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Liz Whitteberry
Estate planning isn’t just about legal documents; it’s about protecting your legacy, avoiding family conflict, and making sure your wishes are carried out. In this episode, Liz walks through several common estate-planning mistakes she sees in practice, from outdated beneficiary designations and unfunded trusts to how taxes and real-estate transfers can derail good intentions.
Here’s some of what we discuss in today’s show:
- Avoiding family conflict through clear communication
- Trusts vs. wills: privacy, speed, and the importance of funding your trust
- Establishing POAs early, waiting until a crisis often limits options
- Looking at your beneficiary designations on a regular basis
- Reducing taxes for your heirs
Subscribe to Liz's YouTube Channel: Best Path Advisors - YouTube
