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Legacy Planning 101
Manage episode 357771783 series 3314421
Content provided by Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Garrett Sorensen, MBA, CFPⓇ, Garrett Sorensen, and MBA or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Garrett has a motto; Legacy is greater than currency. Is this episode, Garrett breaks down what legacy planning is, how to prepare for this major transition for your loved ones and even yourself, and some of the options you should consider for your legacy plan. Please do not hesitate to reach out to Garrett directly by email at garrett.sorensen@marcumwealth.com
Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!
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