95. The Importance of a Succession Plan

from Retiring Today · host Merkle Retirement Planning

A little planning now can go a long way when life takes unexpected turns. In this episode of Retiring Today, we discuss some of the items on our Spousal Succession Plan Checklist and the value they bring to the legacy you want to leave. Going through this checklist now can help put you at ease, knowing that if something happens to one spouse, the surviving spouse has a plan. Download our checklist here: http://successionchecklist.com/

What this episode covers

A little planning now can go a long way when life takes unexpected turns. In this episode of Retiring Today, we discuss some of the items on our Spousal Succession Plan Checklist and the value they bring to the legacy you want to leave. Going through this checklist now can help put you at ease, knowing that if something happens to one spouse, the surviving spouse has a plan. Download our checklist here: http://successionchecklist.com/

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95. The Importance of a Succession Plan

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This episode is 26 minutes long.

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This episode was published on August 26, 2022.

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