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Essential Estate and Legacy Planning Tips for a Secure Retirement
Manage episode 421951714 series 3561344
Konten disediakan oleh Impact Partnership and Kevin Bock. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Impact Partnership and Kevin Bock atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
In this episode, we dive deep into the intricacies of estate and legacy planning, a crucial yet often overlooked aspect of retirement planning. Kevin discusses the importance of staying informed about changing laws, such as the Secure Act, and how they impact your financial planning. Learn about common mistakes, like delaying will creation or relying on incomplete online documents, and discover the best practices for safeguarding your assets, including the use of durable powers of attorney and proper document storage.
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