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When you pass away, you’re likely going to leave behind some money or some bills. That’s why it’s important to plan ahead so you can ensure your loved ones are prepared for whatever you leave behind.
Today, Jeremy Keil is back with the fifth and final step in his 5-Step Retirement Revelation process, which is all about helping you explore what you’ll leave behind to your loved ones. In this information-packed conversation, Jeremy highlights important considerations for your legacy planning.
In this episode, you’ll learn:
- The difference between an estate plan and a will
- Common misconceptions around estate planning
- Why every person needs a power of attorney
- The importance of planning for the survivor gap
- And more!
Tune in now to discover ways to prepare for what you’ll leave behind for your loved ones!
Resources
Keil Financial Partners | 6 Questions Retirees Aren’t Asking But Should Be | 3 Keys You Should Know Before Choosing a Financial Advisor | Subscribe
The information covered and posted represents the views and opinions of the guest and does not necessarily represent the views or opinions of Keil Financial Partners. Keil Financial Partners is a part of the Thrivent Advisor Network, a registered investment advisor. The Content has been made available for informational and educational purposes only. The Content is not intended to be a substitute for professional investing advice. Always seek the advice of your financial advisor or other qualified financial service provider with any questions you may have regarding your investment planning.
Keil Financial Partners does not provide legal, accounting, or tax advice. Consult your attorney or tax professional. Representatives have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.