Don't Forget The Legacy - July 23, 2023

from Retirement 360 · host Alan Mercurio and Troy Bolton

Today's show takes a look at a recent settlement of the estate of singer Aretha Franklin, who didn't leave a formal will but a jury decided from two handwritten notes which one would act as her final wishes, pitting one of her three sons against the other two. Alan and Troy discuss why legacy planning is important, as well as getting over any trepidations about letting other family members know about your retirement financial plan.Retirement 360 is a Sunday morning radio tradition in the Louisville, Kentucky area, running for well over a decade. Alan Mercuio and Troy Bolton of Mercurio Wealth Advisors take a look at economic issues and topics related to retirement planning, as well as educating listeners to help prepare them for their post-working years, whatever they may have in mind for them.

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Don't Forget The Legacy - July 23, 2023

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This episode is 52 minutes long.

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This episode was published on July 23, 2023.

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