Creating A Legacy And Estate Plan

Charleston's Retirement Coach

English - July 16, 2024 08:00 - 13 minutes - 12.5 MB - ★★★★★ - 3 ratings
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Previous Episode: Income Planning For Retirement

Legacy planning is a personal and often avoided topic, but it is crucial to make decisions while you're still alive to avoid someone else making them for you. The state of South Carolina has a plan if you don't have one, which can put your loved ones in a difficult situation.

Proper legacy planning involves checking beneficiaries, account types, considering a revocable living trust, managing non-qualified accounts, and planning for the sale of a business or property.

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