grandpa holding baby

Legacy Planning Pt. 2

Nov 23, 2021

Legacy planning is the final piece to a solid retirement plan. But it is an important one in regards to what your loved ones final wishes are for having things properly distributed to whomever they want.

Here are just a handful of the things that we'll discuss:

Tim and Jeff discuss the process for a proper legacy plan, which includes taking into account tax implications for the estate. They also discuss other do’s and don’ts of retirement planning in the opening portion of the show.



Get your complimentary copy of The Roadmap to Retirement Income