For many people, saving for retirement and living in retirement means hoping that the money lasts. Their goal is not to outlive their money. But for others, building a legacy to pass on is what's important.

That's why in this episode of the podcast I talk with Certified Financial Planner Chad Taylor on how to create a family wealth legacy to pass on to the next generation.

In this episode you will learn:

• Where legacy planning actually starts
• Why waiting until retirement or estate planning is too late
• The most common ways families accidentally destroy wealth between generations
• What families who successfully transfer wealth to the next generation do differently
• The key estate planning documents and structures that make the biggest difference for families getting serious about legacy