You are free to use this article as is, or you can edit it. No need to give ROL Advisor credit for it. It’s our gift to you.
To download this article: CLICK HERE
[EXCERPT] Legacy planning is often the last piece folks tackle in their financial planning, because it’s the least appealing to think about.
Planning for a robust nest egg that will keep you safe, secure, and fulfilled when you stop working? Fun!
Deciding what to do with your assets when you’re no longer around to enjoy them? Not so much.
But if you put off your legacy planning too long, you run a real risk of leaving behind nothing but headaches for your loved ones.
Click here to learn more about ROL Advisor’s digital discovery tools, then sign up for a 7-day trial to become a better Life Centered Financial Planner, and finally, schedule a demo.