Most people are likely to pass at least some money on to their family, children, or charity through an inheritance. On today’s episode, we’ll explore the role legacy planning plays in your overall retirement plan and some of the most common routes people use when passing money on to their beneficiaries.
What we discuss on this episode:
1:02 – Taking care of yourself versus leaving a legacy
3:01 – Is it ever advisable to not leave an inheritance?