Listen "9-20-25 - Creating a Lasting Legacy"
Episode Synopsis
Legacy planning is more than paperwork—it’s about protecting your values, loved ones, and wishes for future generations. On this epidode of Retire Colorado, hosts Alicia and Josh simplify the essentials of estate and legacy planning so you can create a lasting impact with confidence.Discover the core estate planning documents you should consider for your plan, the importance of working with qualified professionals, and the benefits of strategic planning—from minimizing taxes to avoiding family disputes and supporting charitable causes. Gain practical tips to keep your plans up to date, understand tax consequences, and ensure your wishes are honored, all while knowing when to seek professional advice tailored to your unique situation.If you’re ready to build a plan that stands the test of time, tune in to Retire Colorado and take your first step toward a secure legacy for your family.
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