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March 13, 2023

Legacy Planning 101

Legacy Planning 101
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Season 2

Garrett has a motto; Legacy is greater than currency. Is this episode, Garrett breaks down what legacy planning is, how to prepare for this major transition for your loved ones and even yourself, and some of the options you should consider for your legacy plan. Please do not hesitate to reach out to Garrett directly by email at garrett.sorensen@marcumwealth.com

Please be sure to head over to our website at www.OperationVeteranFinance.org to listen to all the other episodes, read the blog posts that may accompany the episode, get in touch with Garrett directly, and sign-up for email alerts for new episodes and special announcements. This podcast is designed to help veterans accomplish their financial mission, and you can help by sharing this podcast with your fellow Veterans and network. Thank you for being so supportive and helping us grow!