The Basics of Estate and Legacy Planning

In real estate, it’s all about location, location, location. In retirement, the big idea is income, income, income. But how do you create an income plan when you don’t know how long you’ll live, what taxes will look like, what inflation will be, and what surprise expenses will pop up? Brad has the answers for us. Plus, we’ll cover the basics of estate and legacy planning, and how to approach planning for long-term care.