The Retirement Cafe

Ep 21: Four Stages of Money - Your Legacy

January 21, 2021

This is the last installment of our retirement phase series. It's not easy to discuss how you would like your assets to be distributed when you are gone, but it is certainly an essential conversation to have. We take a look at some items you should review, making your assets tax-efficient, and much more.

Contact:

https://www.averywealth.com/

517-783-1695