by Walter Storholt | Jun 30, 2022 | Podcast
The Setup: Once you have a conversation with your family about legacy planning, what are the next steps to ensure your plan is put into place? On today’s episode, we’ll explore everything from trusts and wills, to beneficiary designations and TODs and how all of these... by Walter Storholt | Jun 16, 2022 | Podcast
The Setup: Most people are likely to pass at least some money on to their family, children, or charity through an inheritance. On today’s episode, we’ll explore the role legacy planning plays in your overall retirement plan and some of the most common routes people...