Legacy Matters – Your Guide to Estate Planning

I’ve been an advisor for 25 years and I’m also an estate planning attorney who’s prepared thousands of estate plan portfolios. You’ve probably heard me say that no financial plan is good without an estate plan.

You can do a great job building up your nest egg during the accumulation phase, then switching to income investing during the retirement phase to make sure you never run out of money. But if you pass away and leave your estate a big mess for your kids so that a good chunk of it goes to attorney fees and probate – that’s not wise. A good part of estate planning is making sure your assets are passed on to those you choose.

What are the vital components of a properly crafted estate plan? Listen in.