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Financial and retirement planning guidance from the team at Mercurio Wealth Advisors in Louisville, Kentucky. Join Chief Financial Advisor Alan Mercurio and Senior Wealth Advisor Troy Bolton each show for helpful conversations about money, life, and retirement. Step into the Retirement Coach's Corner to learn about 401(k)s, IRAs, income planning, investing, and so much more.

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  1. All Episodes
  2. Ep 5: Estate and Legacy Planning

Ep 5: Estate and Legacy Planning

May 20, 2021

In the financial planning process, you may also have your legacy in mind. But is your estate plan set up accordingly? On today’s episode of the podcast, we discuss common needs for an estate plan as well as mistakes often made.

 

Read more and get additional financial resources here: https://mercurioadvisors.com/podcast/ep-5-estate-and-legacy-planning/ 

 

What we discuss on this episode: 

0:47 - How do people view their legacy?

3:37 - What are some common estate planning mistakes?

7:03 - This is an ongoing conversation.

9:09 - How does estate planning fit into financial planning? 

12:22 - What are some examples of interesting estate plans?