• 1-Minute Video
  • |
  • Aug 01, 2019

Key Legacy Issues to Discuss with Your Advisor

Learn steps that can help secure your legacy.

Jamie Hopkins, Director of Retirement Research at Carson Wealth, shares three aspects of legacy planning that can help protect your legacy and your family:

  • Income protection helps ensure that your family will be taken care of
  • An orderly transition of assets will allow your legacy to pass to your beneficiaries in the way that you choose
  • An awareness of estate taxes will give a clearer picture of your legacy in planning discussions