Legacy Planning for Two: Getting It Right Together

About this episode

Chris Hoffman discusses the importance of creating a legacy plan for married couples that ensures care for the spouse.

For a married couple, estate planning takes more than good intentions. It requires a plan you both believe in. Chris Hoffman is the founder of Hoffman Financial Group and on this episode, he discusses the importance of having a clear understanding of creating a legacy plan that takes care of your spouse. Visit UnleashYourMoney.com and sign up for your complimentary Portfolio X-Ray. Call 404-341-6767 to schedule your time to speak with the Hoffman Financial Group.

People in this episode

Host: Chris Hoffman

Topics covered

• legacy planning
• estate planning
• married couples
• financial planning
• spousal care

Keywords

• legacy planning
• estate planning
• financial planning
• married couples
• Hoffman Financial Group

Mentioned in this episode

Organizations: Hoffman Financial Group

Places: UnleashYourMoney.com, 404-341-6767

More episodes of Money Unleashed

• Beyond The Balance: What exactly is in your 401(k) account? · June 6, 2026 · 9 min
• Don't Let "The Magic Number" Lead You Astray In Retirement · May 26, 2026 · 15 min
• The Financial Checkup: How Healthy Is Your Financial Life? · May 15, 2026 · 15 min
• Don't Leave Your Money Behind: Avoiding Orphan 401(k) Accounts · May 12, 2026 · 15 min
• Buffer vs. Burden: Reassessing Your Cash Position · May 1, 2026 · 15 min
• Get Your Financial House In Order With These Spring Cleaning Tips · April 28, 2026 · 13 min