How do we set ourselves up financially so that our own future needs are taken care of? It's why we work, it's why we save, it's why we invest, and -- of course -- it's why we plan.
But there's a future out there that, alas, doesn't include us. We won't be here forever. But members of your family, and anyone else you may care about, will continue to carry on, and it's for those people that we conclude the CAPitalize Your Finances Framework with an episode about Legacy Planning.
I'm talking mainly about wills and trusts here. And while I'm not an estate planning attorney, what I'll do today is lay out some of the most common strategies and tools I have seen and used in my career, along with certain strategic tools that the top Estate Planning Experts I know have given to me over the years.
Are you ready? Are you WILLing? Then let's CAPitalize!