Big Picture Retirement

In this episode, we explore how to pass on your assets smoothly and efficiently—without dragging your loved ones through probate court. You’ll learn why probate can be costly and time-consuming, and how non-probate strategies like beneficiary designations, joint ownership, and revocable living trusts can help you keep more money in your family’s hands and less in legal fees. Although this show does not provide specific tax, legal, or financial advice, you can engage Devin or John through their individual firms.