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: https://financialplanningva.com/estate-planning-a-love-letter-for-the-future/
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.