Legacy After Death

M Advisor Podcast: Financial Clarity for Physicians di M Advisor
30 apr 2024
09:17

Note sull'episodio

Let's get morbid! What is the impact of your legacy on the decisions and to-dos surrounding your own passing and funeral? There are a lot of decisions that are made after a person dies: do you want to be buried or cremated? Where do you want to be buried? Do you want your ashes spread or held? Is it fair to force our grieving families to make these decisions on our behalf? How do we even have these conversations with our loved ones?

Parole chiave

financial planning
legacy
estate planning
family values
retirement
financial advisor
financial goals
investments
trust