<ol> <li>Legacy planning is not just for the fabulously wealthy; it's for anyone with assets of value to be gifted.</li> <li>A well-crafted and executed plan can make your beneficiaries' lives easier to manage in the future, personally and professionally.</li> <li>What's the difference between a will and a trust?</li> </ol>

Legacy planning is not just for the fabulously wealthy; it's for anyone with assets of value to be gifted. A well-crafted and executed plan can make your beneficiaries' lives easier to manage in the future, personally and professionally. What's the difference between a will and a trust?

Episode 37: Legacy Planning is About the Future, Not the Past

Jim Freeman provides you with insight on finances and retirement lifestyles.

Share Episode 37: Legacy Planning is About the Future, Not the Past

Sign up to save your podcasts

Episode 37: Legacy Planning is About the Future, Not the Past

Episode 37: Legacy Planning is About the Future, Not the Past