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Retire With Integrity Podcast with Brian Bowen

Jan 23, 2020

After spending so much time saving up a nest egg, do you have a plan for your financial legacy? Do you have a proper estate plan in place?


Show notes and additional resources: 


Today's rundown: 

0:15 - Estate planning used to be simple. What should people do about their financial legacy?

1:17 - If you put assets in a trust, then they should go to who you want them to.

3:50 - A trust or an estate plan is basically like a love letter.

5:02 - When estate planning, make sure to lay out all of your information about your assets and accounts.

5:57 - Mary Beth Franklin says on Morningstar News that this becomes even more complicated after you lose a spouse.