Creating a Legacy Plan That's More Than Just Your Money

Usually, the last part of a financial plan that folks want to talk about is their estate planning. People expect the conversation will be morbid, depressing, and depending on the family situation, maybe even a bit contentious. And while it's true that this can be an emotionally challenging process, I believe that there are ways to reframe how we think about estate planning so that we can feel more positive about what we're going to leave behind. On today's show, we discuss the differences between estate planning and the comprehensive legacy planning that's part of our checklist-driven process at Keen Wealth.