Episode 37: Legacy Planning is About the Future, Not the Past

Apr 28, 2023

Kelly, president & CEO of Kelly Financial, speaks from personal experience regarding trust and estate planning. Based on a discussion centering on her book, “Retire Your Fear, Plan Your Future,” learn from someone who has been there

Here are just a handful of the things that we'll discuss:

  1. Legacy planning is not just for the fabulously wealthy; it’s for anyone with assets of value to be gifted.
  2. A well-crafted and executed plan can make your beneficiaries’ lives easier to manage in the future, personally and professionally.
  3. What’s the difference between a will and a trust?


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