Estate and Legacy Planning

21/09/2024 23 min Temporada 2 Episodio 18
Estate and Legacy Planning

Listen "Estate and Legacy Planning"

Episode Synopsis

Legacy planning can be the most overlooked portion of a complete retirement plan. Jeff and Camille discuss the importance of making sure what you leave behind when you pass away goes to whoever it is intended to, as well as the necessary steps to be sure it is done efficiently.