Building a Legacy: Estate Planning Tips for 2025 #119

What if planning for your future wasn’t about fear but about freedom? The focus is securing your financial legacy, not just for you but for the people and causes you care about most. 

In this episode, #119 of What Dewey Do?, listeners get a clear, straight-to-the-point breakdown of estate planning strategies for 2025. 

From wills and trusts to powers of attorney and tax-smart tools like irrevocable trusts and charitable giving, this episode outlines what you need to know now. Business owners get a special heads-up on why buy-sell agreements and succession plans are a must. 

Learn how to protect your family, reduce taxes, and take control of how your wealth transfers from one generation to the next.

Hit play and learn how to make your money work harder—for you, your family, and your future.

Quotes:

- Dewey Steffen: “People often assume that estate planning is only for wealthy people, but in reality, estate planning is one of the most important steps that you can take for your future.”

- Dewey Steffen: “Estate planning isn't just about protecting your wealth. It's about protecting the people that you care most about.” 

- Dewey Steffen: “One of the most rewarding parts of estate planning is ensuring a smooth transfer of wealth to the next generation. But, without a clear plan, things will not go smoothly.”

 

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Thanks for watching! What Dewey Do? is a podcast by Great Lakes Wealth (www.greatlakeswealth.us). Great Lakes Wealth, LLC is a registered investment advisor. The information provided is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Great Lakes Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered without a service agreement in place. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC Headquartered at 80 State Street, Albany, NY 12207. Purshe Kaplan Sterling Investments and Great Lakes Wealth are not affiliated companies. The views reflected in the commentary are subject to change at any time without notice. Nothing herein constitutes investment advice or a recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security or a depiction of past investments made by Great Lakes Wealth, LLC.