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Creating A Legacy And Estate Plan
Manage episode 429150074 series 3561345
Indhold leveret af Impact Partnership and Brandon Bowen. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Impact Partnership and Brandon Bowen eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.
Legacy planning is a personal and often avoided topic, but it is crucial to make decisions while you're still alive to avoid someone else making them for you. The state of South Carolina has a plan if you don't have one, which can put your loved ones in a difficult situation.
Proper legacy planning involves checking beneficiaries, account types, considering a revocable living trust, managing non-qualified accounts, and planning for the sale of a business or property.
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