Will, Trust, Estate Planning and Minimizing Taxation in Retirement

How Will the Big Beautiful Bill Affect Your Taxes During Your Retirement?

Will and Trust

• How to protect your IRAs and retirement plans which, over time, will likely grow to become the largest assets you leave behind.

• How to protect your beneficiaries from losing their inheritance to lawsuits, creditors, government claims & MEDICAL.

• Why a Will does not avoid costly and time consuming Probate Court.

• If there are other advantages of revocable living trusts.

• Is a living trust the only document I need to handle my estate?

• How to avoid accidentally disinheriting your heirs.

Retirement and Minimizing Taxes

• How and why the marginal tax system differs in your retirement years to your detriment

• Will you really take money out of your IRA at a lower tax bracket than you put it in

• Understand the provisional income calculation on your Social Security payments

• Understand how Capital Gains and Dividends impact your overall tax liability differently in retirement

• The difference between deductions, exemptions and credits on your tax return

• Know the 9 different pieces of the tax system

• How IRA Required Minimum Distributions work and effect your tax liability

• How Social Security is taxed

• When Medicare premiums can increase as a result of your income

• Get to know the tools that can be used for tax control

Did You Know?

• 64% of Americans say having a will is important, yet only 32% actually have one. (Caring.com, 2024)

• 48% of adults age 55 and older have a will or trust. (LegalZoom survey, 2025)

• 55% of U.S. adults do not have estate planning documents such as a will or living trust. (Trust & Will Estate Planning Report, 2025)

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