The Government’s Plan for Your Estate vs. Your Own Plan (Estate Planning Mini-Series Part 1)

In this episode, Johnnie welcomes estate planning expert Frank to discuss why estate planning has become an essential part of comprehensive retirement planning. They explain the limitations of relying solely on a last will and testament, why living trusts play a central role in protecting assets, and how failing to create your own estate plan leaves important decisions in the hands of the government. Together, they explore the financial, legal, and personal benefits of planning ahead so your wishes—not the state's—guide your family's future.