Is Your Prime Goal in Your Estate Plan to Leave Behind a Legacy? Then Learn How to Make That Happen from Chad Taylor in This Episode!

For many people, saving for retirement and living in retirement means hoping that the money lasts. Their goal is not to outlive their money. But for others, building a legacy to pass on is what's important.

That's why in this episode of the podcast I talk with Certified Financial Planner Chad Taylor on how to create a family wealth legacy to pass on to the next generation.

In this episode you will learn:

• • Where legacy planning actually starts
  • Why waiting until retirement or estate planning is too late
  • The most common ways families accidentally destroy wealth between generations
  • What families who successfully transfer wealth to the next generation do differently
  • The key estate planning documents and structures that make the biggest difference for families getting serious about legacy

Links & Resources

• • Seapoint Wealth Advisors: seapointwealth.com
  • E-Mail Chad: chad@seapointwealth.com
  • Chad's Socials
    • https://www.linkedin.com/in/chadtaylorwealthmanagement/
    • https://www.facebook.com/SeapointWealthAdvisors/
    • https://www.facebook.com/chad.taylor.3720/

If you enjoyed this episode, you might also like:

• • Episode 226: Handling Inherited Wealth with Chase Collins
  • Episode 125: Planning for What to Do in Retirement
  • Episode 77: Finding Your "Why" with Ross Stryker

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