Couverture de Ep. 28 - Turning Legacy Into a Plan

Ep. 28 - Turning Legacy Into a Plan

Ep. 28 - Turning Legacy Into a Plan

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In Part 2, the conversation turns practical. Heidi and Dr. Bruce Pedersen dive into what happens after loss, the realities of administering an estate, and why even well-crafted plans still require clarity, communication, and leadership. From family corporations to protecting surviving spouses, this episode explores how intentional planning preserves both relationships and the legacy families work their lives to build.

For guides, checklists, and planning tools to help you navigate life's financial decisions with clarity and confidence, visit:

https://pathfinderlegacy.com/resources/

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