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***Link for Retirement Readiness Questionnaire***
“Legacy is not about leaving something for people, it’s about leaving something behind IN people.”
— Peter Strople
Many retirees create estate plans with their attorneys. They get a big binder with their documents, hopefully they update their beneficiaries, retitle their assets to their trust, and then they throw that big binder in a safe and “tell their kids where it is.”
But they ignore the fact that some day those documents will be read by their beneficiaries, or, perhaps an ‘ex-beneficiary.’
Warren Buffet has a different take on estate planning that we will dive into today.
So, we’re going to dive into Warren Buffett’s annual ‘Thanksgiving Letter.’
Then, I’ll also discuss 3 potential reasons this might be hard for you.
And as a result, I’ll give you 5 tips to make it easier to at least get the ball rolling.
I hope you all find this episode helpful. Make sure to follow along and share this with a friend/family member who would also find it useful.
-Kevin
Resources Mentioned:
If you are interested in working with us on your retirement income plan, start by filling out our Retirement Readiness Questionnaire linked below. And make sure to check out our YouTube channel so you can follow along with our Whiteboard Fireside Chats and fun retirement meme videos 😊.
Are you interested in working with me 1 on 1?
Click this link to fill out our Retirement Readiness Questionnaire
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This is for general education purposes only and should not be considered as tax, legal or investment advice.