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Planning for retirement is about more than just finances—it’s about protecting your future, your health, and your peace of mind. In this episode of the Simplify Your Retirement Podcast, host Paul Brock welcomes Aaron Love, Elder Care Attorney at Love Law Group, to discuss what it truly means to age well and prepare for life’s uncertainties.
Together, they break down the critical difference between legacy planning (death planning) and incapacity planning (living planning), while highlighting the essential legal and financial steps you should take today to avoid crisis tomorrow.
In This Episode You’ll Learn:
- Why incapacity planning is just as important as estate planning.
- The essential documents you need in place
- Common mistakes with “do-it-yourself” online legal documents—and how they can fail when you need them most.
- The importance of planning ahead vs. crisis planning, and what options remain if families wait too long.
- Why communication and a clear senior planning checklist can bring peace of mind for loved ones.
- And more!
Whether you’re approaching retirement yourself or helping aging parents, this episode will give you clarity, confidence, and practical steps to simplify your planning.
Contact Love Law Group:
planning@lovelawgroup.com
LoveLawGroup.com
816.554.3330
Contact Wise Wealth:
info@wisewealth.com
WiseWealth.com
816.246.WISE (9473)