Estate Planning Isn’t Just for the Wealthy—Here’s Why

Estate Planning Isn’t Just for the Wealthy—Here’s Why

From Unleash Your Wealth by Raj Shah

March 17, 2026 · 17 min

About this episode

Raj Shah and Rick Borek discuss the importance of estate planning for everyone, not just the wealthy, highlighting potential consequences of neglecting it.

What happens when aging parents never put their financial wishes in writing? On this episode, Raj Shah and Rick Borek discuss why estate planning isn’t just for the wealthy and how overlooked details can create tax consequences, income gaps, and stress for families. Through a real client story, they explore estate plans, power of attorney, long‑term care funding, and the realities of retirement spending volatility. The conversation highlights how coordinated planning can align income, healthcare needs, and legacy decisions over time. For more information or to schedule a consultation with SC Wealth Advisors visit: scwealthadvisors.com Raj Shah and Rick Borek focus on wealth management, retirement planning, personal finance, taxes, estate planning and so much more. Combined, Raj and Rick have over 55 years of financial planning experience and are eager to help you retire in the most efficient manner. See omnystudio.com/listener for privacy information.

People in this episode

Host: Raj Shah

Guest: Rick Borek

Topics covered

  • estate planning
  • wealth management
  • retirement planning
  • financial wishes
  • tax consequences
  • long-term care funding

Keywords

  • estate planning
  • wealth management
  • retirement
  • financial planning
  • tax consequences
  • power of attorney
  • long-term care

Mentioned in this episode

Organizations: SC Wealth Advisors

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