167. Getting Started with Legacy Planning
Learn more about how you can prepare for retirement by downloading the complimentary Retire Your Way Toolkit - https://bit.ly/3VbxA9D Register for our next Journey to Retirement Online Workshop to learn more about building your income plan and a comprehensive retirement plan. - https://bit.ly/49NrPn2 In this episode of Retiring Today we discuss important mindset shifts when it comes to legacy planning. You will learn about the legacy planning process and whether a will or a trust is best for your situation. Loren even reviews 3 often overlooked legacy planning documents that can help you…
The skinny
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