This Week's Show

Creating a Legacy That Counts

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The idea of estate planning, preparing wills and trusts, and working with attorneys can be disheartening for some. In this show, we will address ways you can easily and efficiently prepare your financial legacy.

You should have an idea of what’s all included in your legacy before you make any new structure changes. Downloading the From the Heart Journal and filling it out is a great way to organize all the intricate parts of what creates your legacy.

Rob Kirvan and Mike Moylan offer Investment Advisory Services through Gradient Advisors, LLC (Arden Hills, MN 877-885-0508), a SEC Registered Investment Advisor. Gradient Advisors LLC and its advisors do not render tax, legal, or accounting advice. Advanced Planning, Inc. is not a registered advisor and is not an affiliate of Gradient Advisors, LLC. Insurance products and services are offered through Rob Kirvan and Mike Moylan, independent agents.