Boomers Bucks and Bling Ep. 15 | Why You Need a Living Trust Before Retirement
Boomers Bucks and Bling Ep. 15 | Why You Need a Living Trust Before Retirement Welcome back to Boomers Bucks and Bling—where retirement planning meets real talk, real strategy, and a little bit of sparkle ✨. In this episode, host Carl Spiteri sits down with estate planning attorney Danielle Barger, founding partner at Barger & Batiste Law. Together, they unpack why a living trust isn’t just a good idea—it’s essential, especially if you're nearing or in retirement. 🧠 In This Episode, Yo...
Boomers Bucks and Bling Ep. 15 | Why You Need a Living Trust Before Retirement
Welcome back to Boomers Bucks and Bling—where retirement planning meets real talk, real strategy, and a little bit of sparkle ✨.
In this episode, host Carl Spiteri sits down with estate planning attorney Danielle Barger, founding partner at Barger & Batiste Law. Together, they unpack why a living trust isn’t just a good idea—it’s essential, especially if you're nearing or in retirement.
🧠 In This Episode, You'll Learn:
Why a living trust matters more than just “avoiding probate”
What happens if one spouse becomes incapacitated without proper documents
The real costs of not having a trust (spoiler: it’s expensive)
Why reverse mortgage borrowers especially need to plan ahead
The truth about transfer-on-death deeds, powers of attorney, and healthcare directives
How to avoid probate delays, legal headaches, and family conflicts
👩⚖️ About Our Guest:
Danielle Barger is a leading San Diego estate planning attorney specializing in trusts, wills, probate, and incapacity planning. Learn more at:
🌐 https://dbsquaredlaw.com
📞 (858) 886-7000
🎧 Listen to More Episodes:
Spotify: https://ow.ly/ttaN50TZH81
Apple Podcasts: https://ow.ly/cFb350TZH84
YouTube Playlist: https://ow.ly/cwaf50TZH8u
🔔 Don't forget to subscribe and drop a comment! Let us know what retirement topic you’d like us to cover next.
Let’s Connect!
Call: (858) 526-3037
Email: carl.spiteri@originpoint.com
Carl Spiteri NMLS ID: 286890
Producing Partnership Branch Manager | OriginPoint Mortgage NMLS #2185899
Licensed in: AZ, CA, CO, FL, ID, MI, OR, TN, TX, WA
OriginPoint LLC; NMLS #2185899; For licensing information visit nmlsconsumeraccess.org. Equal Housing Lender. AZ: OriginPoint LLC - 15333 North Pima Road, Suite 305, Office 337, Scottsdale, AZ 85260, Mortgage Banker License #1038328• CA: Licensed by the Department of Financial Protection and Innovation (DFPI) under the California Residential Mortgage Lending Act RMLA #41DBO-150076