Latest / Simplicity Retirement Blueprint
How to Pass on Wealth Without Creating a Mess
Passing wealth to the next generation involves more than deciding who gets what. The way your home, retirement accounts and other assets are structured can affect taxes, long-term care costs, probate and even family relationships. In this episode, Josh, Logan and Bruce discuss how to think about wealth transfer before it becomes urgent. They cover whether paying off your home before retirement makes sense, how long-term care can put assets at risk, where trusts may fit, why beneficiary designations matter, and how to avoid using expensive planning tools when a simpler solution may work. They…
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