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Essential Estate and Legacy Planning Tips for a Secure Retirement
Manage episode 421951714 series 3561344
Innhold levert av Impact Partnership and Kevin Bock. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Kevin Bock eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this episode, we dive deep into the intricacies of estate and legacy planning, a crucial yet often overlooked aspect of retirement planning. Kevin discusses the importance of staying informed about changing laws, such as the Secure Act, and how they impact your financial planning. Learn about common mistakes, like delaying will creation or relying on incomplete online documents, and discover the best practices for safeguarding your assets, including the use of durable powers of attorney and proper document storage.
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