Tips & Tools for Meaningful Legacy Planning

What this episode covers

Planning isn’t just about preserving and passing on your financial wealth and property in the event of your death or incapacity. When done right, it equates to sharing your family’s stories, values, life lessons, and experiences, so your legacy carries on long after you (and your money) are gone. On this podcast, we'll cover some of the tips and tools you can use to help create a meaningful legacy plan. We'll also answer a listener's question about whether it's wise to take social security while you're still working.

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Frequently Asked Questions

How long is this episode of Smart, Simple Wealth?

This episode is 27 minutes long.

When was this Smart, Simple Wealth episode published?

This episode was published on June 20, 2019.

What is this episode about?

Planning isn’t just about preserving and passing on your financial wealth and property in the event of your death or incapacity. When done right, it equates to sharing your family’s stories, values, life lessons, and experiences, so your legacy...

Can I download this Smart, Simple Wealth episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.