Practical Advice for Estate & Legacy Planning (w/ Jim Benckendorf) - Season 2, Ep. 4

Your Retirement Blueprint: A 210 Financial Podcast

Good intentions with no actions can lead to a lot of difficult times.
No one enjoys discussing end-of-life issues, but the reality is that every one of us is going to die someday. That means that the topic of this episode pertains to everyone. We are talking about estate planning and how you should consider planning ahead to leave what you have to those you leave behind.
We are joined by Jim Benckendorf, a partner at Benckendorf & Benckendorf Law Firm and someone who specializes in complex estate and tax planning, trusts, and probate.
In this episode, Jim shares what happens if you don’t take the time to make your wishes known, how to ensure your assets are passed down correctly, which legal precedents supersede others, and more.
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Jim Benckendorf is not affiliated with 210 Financial or AE Wealth Management, LLC. 2159176-12/23