Ep 90: How Your Legacy Plan Fits into Your Overall Retirement Plan – Part 2

Once you have a conversation with your family about legacy planning, what are the next steps to ensure your plan is put into place? On today’s episode, we’ll explore everything from trusts and wills to beneficiary designations and TODs and how all of these fit into your overall retirement plan.

 

 

What we discuss on this episode: 

0:46 – What are some other things people should consider?

2:13 – No two plans will look the same

5:51 – When is a trust advisable?

8:20 – What is a transfer on death?

10:25 – Probate is not the end of the world

12:21 – Communication and conversation are important!

   

Read More: https://www.baschrock-fg.com/podcast/