The Legacy You Leave: Estate Planning, Roth Conversions & Passing Down More Than Money
About this episode
This episode explores the importance of leaving a lasting legacy through estate planning and family values.
What will your family remember—and inherit—when you're gone? In this heartfelt episode of Winning Retirement, Greg and Kristen Taylor explore the difference between leaving behind possessions, wealth, and a lasting legacy. Inspired by estate sales and treasured family heirlooms, they discuss why the most valuable inheritance is often character, faith, and family values. They also explain practical estate planning strategies, including wills vs. trusts, beneficiary designations, financial and healthcare powers of attorney, and how Roth conversions can potentially create a larger tax-free inheritance for your children. If your goal is to leave your loved ones—not the IRS—the biggest benefit, this episode offers valuable retirement and estate planning insights. 💬 Ready for your own “financial check-up”? Schedule a call with us to get started. See omnystudio.com/listener for privacy information.
Topics covered
- estate planning
- legacy
- Roth conversions
- inheritance
- family values
- financial planning
Keywords
- estate planning
- Roth conversions
- inheritance
- wills
- trusts
- family values
- financial powers of attorney
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