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Creating A Legacy And Estate Plan
Manage episode 429150074 series 3561345
Innhold levert av Impact Partnership and Brandon Bowen. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Impact Partnership and Brandon Bowen 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.
Legacy planning is a personal and often avoided topic, but it is crucial to make decisions while you're still alive to avoid someone else making them for you. The state of South Carolina has a plan if you don't have one, which can put your loved ones in a difficult situation.
Proper legacy planning involves checking beneficiaries, account types, considering a revocable living trust, managing non-qualified accounts, and planning for the sale of a business or property.
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