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Ep 6: Legacy & Estate Planning
Manage episode 281891790 series 2817079
Contenido proporcionado por Jeff Christian. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Jeff Christian o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
When we talk about comprehensive financial planning for retirement, many people tend to focus on the investments and retirement income they want to achieve. But legacy and estate planning is important and easy to overlook when putting your plan together. Jeff discusses the elements that make up this type of planning and why you should continually make sure it is up to date and relevant to your current situation.
Contact:
985-845-2922
jeff@jeffchristianfp.com
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