The Legacy Planning Show

Joe Clark

Learn how to make the most of your legacy planning strategies with The Legacy Planning Show. Real, useful information for everyday people that can be translated into daily life and thought. We will bring on Special Guests to help us explain what is it we see happening out in the real world and provide ideas for the "Average Joe" to take home and put to use.

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The Legacy Planning Show

Episodes (37)

Sep 9, 2022 Trustee and Executor Job Descriptions
Aug 25, 2022 The Difference Between Trustee, Successor Trustee, and More
Aug 19, 2022 Tax Diversification For Your Legacy Plan

The Legacy Planning Show

Sep 9, 2022
13¼ minutes
19 MB

Losing a loved one is never easy. Taking care of the final documents, bank accounts and settling the estate could not come at a more emotionally challenging time. The process doesn't need to be complex, but in most cases, it is. Here are some solutions to make your heirs on Your Retirement Playbook easier! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com. Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup Join our Facebook Gr...

The Legacy Planning Show

Trustee and Executor Job Descriptions

Joe Clark

00:00 -13:20