Organizing Your Legacy

Retirement Roadmap

In this episode, Mark and Evan Fricks illuminate the critical importance of up-to-date estate plans and guide you through the process of asset transition with compassion and clarity. We touch on how our clients use their Professional Record Organizer (PRO), an organization tool that helps your heirs have the essential information they need to honor your wishes and protect your life's work. We discuss various tasks, from organizing pet care to community memberships to digital platform instructions, with the hope of easing the burden on the people you care about most and working to safeguard your legacy.
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [e-mail] or call 770-980-9262.
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Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

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Chapters

1. Organizing Your Legacy (00:00:00)

2. Estate Planning and Legacy Transitions (00:00:03)

3. Estate Planning and Financial Advisor Communication (00:09:11)

4. Estate Planning and Preparation Checklist (00:16:09)

5. Retirement Planning Advice With Mark Fricks (00:23:57)