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How Retirement Planning and Estate Planning Go Hand in Hand with Anne Moses
Manage episode 443343066 series 3423688
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Neither Freedom Financial Group nor AEWM are affiliated with Anne Moses or Moses & Moses, P.C.
In this episode of Retire With Freedom, we welcome Anne Moses from Moses & Moses, P.C. to discuss the vital relationship between your financial advisor and estate planner. It takes a village to get your retirement in order and to ensure you’re leaving your children a legacy that’s a blessing rather than a burden. That’s where the expertise of both your financial advisor and estate planner comes into play.
Anne breaks down how she uses an estate planning questionnaire to help her clients figure out what they want their legacy to be, and how that connects to retirement planning. She also joins Tad and Toni to discuss the importance of setting up trusts and when to consider them, ensuring that your assets are distributed according to your wishes.
Here’s what we discuss in today’s show:
- The top estate and retirement planning concerns
- How Anne utilizes an estate planning questionnaire to assist her clients
- How third parties can facilitate important conversations about healthcare needs
- Why it takes a village to get your retirement in order
- When you should consider using a trust
Resources for this episode:
Moses & Moses, P.C.
https://mosespc.com/
Key Takeaway
“The relationship between attorney and financial advisor really needs to be a tight one.”
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio
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