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What is YOUR Legacy?
Manage episode 376898312 series 3468502
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The conversation revolves around estate planning, legal documents, and the challenges of navigating these issues for aging parents. Kevin Brass and Brian Akers discuss why people often put off these tasks, including denial, lack of urgency, and fear of mortality. They also explore the reasons for delaying legal document creation, such as fear of the unknown and cost. Later, Brian and Kevin discuss the legal challenges retirees face when moving to another state, including the need for lawyers to be licensed in each state and the importance of probate and estate planning. Finally, Brian and Speaker 2 emphasize the importance of legacy planning and estate distribution, highlighting the need to think about one's legacy and build a financial plan to ensure assets are distributed according to one's wishes after passing.
https://www.akersfinancial.com/winning-in-retirement?utm_source=podcast%20description&utm_medium=podcast&utm_campaign=podcast%20description
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