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Essential Estate and Legacy Planning Tips for a Secure Retirement
Manage episode 421951714 series 3561344
Inhoud geleverd door Impact Partnership and Kevin Bock. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Impact Partnership and Kevin Bock of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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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