Ep 62: Sorting Out What's Important About Legacy Planning

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 this episode, we’ll explore the role an advisor plays in the estate and legacy planning process and uncover some of the basic mistakes people often make when trying to sort all this out on their own.



What we discuss in this episode:

1:00 – Importance of legacy planning

3:37 – Money for kids

10:27 – Advisors’ role in planning

12:53 – How people view legacy

15:00 – College education

17:38 – Gifting

21:20 – Taxes



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