Ep 76: Sorting Out What's Important About Legacy Planning

<p>Most people realize that it’s usually best to have an estate-planning attorney helping them with their estate plan, but it’s also important for the financial advisor to be part of that conversation. On today’s show, we’ll explain why.</p> <p> </p> <p><strong>What we discuss today: </strong></p> <p><strong>2:47 –</strong> Importance of financial advisor</p> <p><strong>5:59 –</strong> How people view legacy</p> <p><strong>8:37 –</strong> Helping kids</p> <p><strong>10:30 –</strong> Mistakes people make</p> <p><strong>15:54 –</strong> Examples</p> <p> </p> <p><strong>Get Additional Information:</strong> https://www.truefinancialpartners.com/media/podcast/</p>