The Nonprofit Exchange Podcast
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3 Secrets for Safe Money and a Fabulous Future, Create Income You Will Never Outlive
Kris Miller is a Legacy Wealth Strategist. Her clients learn how to change their families’ financial realities and create incomes they will never outlive. Not one person has lost a single dime on her watch. She’s an engaging speaker and has spoken extensively on personal finance, retirement & estate planning, living trusts, and asset protection at live events and for radio, TV and digital media. Kris is a highly sought-after speaker & trainer for organizations and businesses including Citibank, Keller Williams Realty, the American Payroll Association, and the U.S. Government Financial Officers Association. She’s helped over 6,000 families avoid financial disaster by strategically planning for their futures. Kris is the author of the #1 bestseller “Ready for PREtirement: 3 Secrets for Safe Money and a Fabulous Future.” Ms. Miller is a Legal Document Assistant or LDA among other professional designations.
Kris Miller’s message for nonprofit leaders and clergy regarding estate planning is to remember the importance of planning for the future. Estate planning is not only about ensuring that your assets are distributed according to your wishes, but also about ensuring that your mission and values continue to be carried out after you are gone. Working with an estate planning attorney is important to ensure that your assets are protected, your beneficiaries are taken care of, and your nonprofit or religious organization is provided for in the future. Consider including charitable giving in your estate plan as a way to ensure that your legacy lives on and continues to make a difference in the world
Thanks so much Hugh, for a great show today. So much fun too. Yes Healthy Money is a Happy conversation for your Living Legacy :)