Kristina discusses the multifaceted aspects of legacy and estate planning, emphasizing the importance of understanding estate taxes, ethical wills, and proactive financial strategies. She highlights the significance of communication with family regarding legacy wishes, the impact of blended families, and the necessity of planning for unexpected life events, including healthcare costs and long-term care. The discussion also covers retirement income strategies, tax planning, and the importance of having a comprehensive financial plan to ensure a secure and fulfilling retirement.
Reach Kristina at 844-823-6387.
Powerful Legacy Insurance and Financial Services
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