Retirement With/On Purpose

What can you do now to make your estate plan simpler—and easier—for your heirs to manage later? In this episode of Retirement With/On Purpose, host Trevor Lawson shares five practical estate planning tips inspired by a recent Wall Street Journal article. From keeping documents updated and addressing digital assets, to assigning sentimental personal property and avoiding future family conflict, these small but intentional steps can have a big impact. Whether you're nearing retirement or already there, this episode will help you think ahead so your legacy is preserved—and your loved ones are protected.

Five Things to Do Now to Make Your Estate Simpler for Your Heirs by Cheryl Winokur Munk

For more information and resources, visit Trevor-Lawson.com.

Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

What is Retirement With/On Purpose?

A podcast designed to help retirees and those nearing retirement navigate finances and life planning with expert insights from financial advisor Trevor Lawson. Tune in for practical strategies and inspiring ideas to ensure your retirement years are purposeful, fulfilling, and truly your best chapter yet.

*Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Branch phone: 919-546-0400.