Build Enduring Wealth for Retirement Course
Episode 9
Legacy planning.
Create clarity about what should happen to your wealth when you are no longer here to explain it.
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Legacy Planning
Marco explores how legal documents, beneficiaries, taxes, and family intent can work together.
Watch on YouTube →Episode 9 Companion Workbook
Create clarity before your family needs it.
The Legacy Planning workbook helps align legal documents, beneficiary designations, account ownership, tax planning, and charitable intentions.
The Lesson
Make your wishes easier to understand.
Legacy planning is about more than transferring assets. It is a chance to create clarity around your values, family intentions, and financial decisions before a difficult moment arrives.
In Episode 9, Marco Lima, CFP® helps connect estate documents, beneficiaries, account ownership, taxes, gifts, and family readiness.
Featured Topics
The Central Question
Wills and Trusts
Beneficiary Designations
Account Ownership
Family Intent
Charitable Giving
Action Checklist
The Full Course
Your 9-episode retirement roadmap.
Follow the complete Build Enduring Wealth for Retirement series, one connected decision at a time.
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