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, 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

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#LivingTrust #EstatePlanning #RetirementPlanning #ReverseMortgage #BoomersBucksBling #DanielleBerger #TrustAttorney #AvoidProbate