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Ep 76: Sorting Out What's Important About Legacy Planning
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Most people realize that it’s usually best to have an estate-planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On today’s show, we’ll explain why.
What we discuss today:
2:47 – Importance of financial advisor
5:59 – How people view legacy
8:37 – Helping kids
10:30 – Mistakes people make
15:54 – Examples
Get Additional Information: https://www.truefinancialpartners.com/media/podcast/
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