The Most Critical Aspect of Legacy Planning

Join Deanne Rosso, CEO of Elevate Wealth Advisory, as she dives into the crucial topic of Legacy Planning in retirement. This episode features wealth adviser Clarke Holt, who shares invaluable insights on the most critical action to take in estate planning: ensuring your accounts and assets are correctly titled with up-to-date beneficiary designations. Learn why aligning your will with your policy beneficiaries is vital for a smooth transfer to your heirs and how it can significantly speed up the process. Clarke emphasizes the importance of updating your plans after life changes like marriage, divorce, or the passing of a beneficiary.

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Видео The Most Critical Aspect of Legacy Planning канала Elevate Wealth Advisory Athens, GA