| Publishes | Daily or near-daily | Episodes | 125 | Founded | N/A |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||
Retirement Trusts: Protecting Your Legacy [Ep. 124]
Fri Jan 23 2026
Retirement accounts don’t always go where you expect, especially when cognitive decline becomes an issue. Nathan and Brian discuss how beneficiary designations, tax rules, and retirement trusts intersect, and how the right planning can protect both the assets and the people relying on them.
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We talk about the juicy details of cases that our law firm has dealt with. (Of course changing the names and details to protect attorney client privilege) Without using lawyer talk and legalese, we dive into what options our clients were faced with to fix their situation.
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