Legacy Blog Posts

Legacy is one of the six essential pillars of the written plans we help families and individuals create, called a RetireSecure Roadmap. A well-prepared legacy plan can extend your impact on loved ones and charitable organizations when you are gone. This pillar may include strategies for passing on your wealth in a tax-efficient way, ensuring your remaining spouse or other beneficiaries are taken care of, and establishing medical and legal directives to ensure your wishes are honored.

We’re Off to Plan Retirement | The Yellow Brick Road to Retirement

October 27th, 2024

Planning for retirement is often seen as a daunting task, filled with more questions than answers. In a special edition of “Retiring Today with Loren Merkle” we take a whimsical […]

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Essential Legacy Planning Documents for a Secure Retirement

March 17th, 2024

Retirement Planner Loren Merkle discusses the critical topic of legacy planning and retirement. Discover the essential documents and strategies that can ensure your legacy is preserved according to your wishes.  […]

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