Estate Planning in Retirement

Estate planning in retirement can be a daunting task. The problem is that most of us put off this aspect of retirement planning because it doesn’t raise an immediate need. The truth is that estate planning is much more than a will and trust and can have a dramatic effect on your legacy, for better or worse. In this episode we discuss what estate planning is, and the little things you can do to pass a meaningful legacy to your family.

More specifically, I discuss:

• What is estate planning?
• What does a well-thought-out estate plan look like?
• What are the common components of an estate plan?
• Estate planning tips you never thought of
• Identifying what you want your legacy to be
• Identifying the ultimate PURPOSE of your wealth

Resources:

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