Episode 13: Step 5 – Legacy Planning

Mar 11, 2022

As the last episode in our 5-Step Alpha Plan series, Dave & Brandon discuss Legacy Planning and the fundamentals around planning ways to help protect and maximize your estate as it’s passed down to loved ones.  Please keep in mind our advisors are not attorneys and the information provided is solely to explain the basic principles of Legacy/Estate planning.  Please consult an Estate Planning attorney before applying these ideas to your retirement plan.

Here are just a handful of the things that we'll discuss:

  • Protecting your legacy from volatility, taxes, & long-term care facilities
    • Benefits of and differences between Wills and Trusts
    • Use of Important documents including Wills, Trusts, Power of Attorney, & Beneficiary documents
  • Maximizing your estate by utilizing other pieces of the Alpha Plan process


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