Episode #9: Tips & Tools for Meaningful Legacy Planning

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.