Inheritance Planning Made 123Easy
Welcome to Inheritance Planning Made 123Easy, where father-son duo David and Ian Schaeffer bring a family-centered approach to inheritance planning, retirement security, and building legacies that last. As part of American Retirement Advisors, David and Ian have helped countless families protect what matters most and ensure that what they’ve built is preserved for generations to come.
In each episode, they’ll walk you through the essential steps of inheritance planning, from organizing vital documents to protecting assets, minimizing taxes, and communicating family values and goals. With a focus on the “3 P’s” of inheritance planning—Prepare, Protect, and Preserve—they’ll show you how to align today’s financial choices with tomorrow’s family needs, keeping relationships and family dynamics at the heart of the process.
David and Ian don’t just talk about inheritance planning for clients—they bring their own family into the conversation. Join them as they discuss the plans David is putting in place for Ian, his sister, and granddaughter, sharing personal stories and expert insights to help you make confident decisions for your loved ones.
Whether you’re just starting your inheritance planning journey or refining an existing strategy, Inheritance Planning Made 123Easy offers clear guidance, real-life examples, and practical advice at every stage. Ready to take the next step? Tune in, and let’s make inheritance planning simple, supportive, and family-focused!”
Inheritance Planning Made 123Easy
S1E61 August 2021 Newsletter Reading - The American Retirement Advisor
Listen to the August 2021 American Retirement Advisor Newsletter.
In this Month's Reading:
- Commentary is Tough!
- Happy Trails
- Things to Know About the Delta Variant
- A Bear-y Special Kindness
- More [Medi-care-eez]™️
- Medicare@Work
- Financial Tip
- It’s Coming! Don’t Miss the AEP Train!
- Preventative Research - Success Story
Need a hard copy to Read along?
Here is a link to download the PDF: https://bit.ly/3yerZRx
Workshop Registration:
Full schedule on: www.123EasyMedicare.com
Social Security Made 123Easy:
https://www.tfaforms.com/4681262?tfa_1928=65
Retirement Income Planning Made 123Easy:
https://www.tfaforms.com/4913814?tfa_1928=65
Call to register: 602-281-3898
Email Adam: Adam@AmericanRetire.com
