Four Important Tenets of Legacy Planning

Richard Warner talks about a touchy subject: legacy planning. Richard shares four things people need to consider when trying to have things told their way, post-mortem: misjudging how much money they will have left, updating their beneficiaries, the tax consequences to their beneficiaries, and where they want to place charitable donations. Richard unpacks each subject and discusses how a financial advisor can shepherd these tough conversations.

Book your complimentary appointment with Richard and the team at WarnerFinancialSolutions.com or call 402-274-9185. And be sure to subscribe to the newsletter, too!

Follow Warner Financial on Facebook: facebook.com/warnerfinancial/

See omnystudio.com/listener for privacy information.