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/

Episode metadata supplied by the publisher feed · Published Aug 26, 2022

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95. The Importance of a Succession Plan

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