Ep 5: Estate and Legacy Planning


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In the financial planning process, you may also have your legacy in mind. But is your estate plan set up accordingly? On today’s episode of the podcast, we discuss common needs for an estate plan as well as mistakes often made.

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-5-estate-and-legacy-planning/

What we discuss on this episode:

0:47 - How do people view their legacy?

3:37 - What are some common estate planning mistakes?

7:03 - This is an ongoing conversation.

9:09 - How does estate planning fit into financial planning?

12:22 - What are some examples of interesting estate plans?

12 פרקים