Confused by all the estate planning lingo you hear tossed around? Estate planning comes with a language all its own, and many of the terms sound similar enough to create unnecessary confusion. In this episode, Connor Kelly, Estate Planning Attorney, clarifies some of the words and concepts that often leave families unsure about what their documents actually do and who is responsible for carrying out their wishes. Tune in and finally feel confident speaking the language of estate planning.

Here’s what we cover in this episode:

📜 Wills and Trusts: Different tools with very different outcomes

⚖️ Executor or Trustee: Authority depends on the governing document

🎁 Heirs and Beneficiaries: Legal inheritance vs. intentional naming

🔐 Trust Types: Revocable vs. irrevocable control and protection

🩺 Two “Wills”: Medical wishes vs. property instructions

📝 Beneficiary Forms: Contract designations can override your will

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More people in their 60s and 70s are staying on the job than ever before, and it’s not always about the money. Sean digs into the real reasons retirees keep showing up to work. Working longer isn’t automatically the wrong call. Sometimes it’s exactly right. The real question is whether it’s a choice or a fallback. That’s worth figuring out before you assume the answer.

Here’s what we discuss in this episode:

🤝 Social Connections: Work can provide relationships, routine, and community

🏠 Home Life: Retirement can significantly change the rhythm of a marriage and household

💵 Financial Stress: Uncertainty about money can keep people working longer than necessary

🔦 Plan for Clarity: Understanding the numbers can make retirement feel much less intimidating

🕒 Part-Time Work: Semi-retirement can provide income, structure, and social connection

✅ Work Optional: The goal is having the freedom to decide whether you continue working

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Get your free copy of “Rounding Third:”  http://rounding-third.elevatemyretirement.com/

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