Retirement Estate Planning Preview

FEBRUARY 13, 2014

What exactly is retirement estate planning? Tonight will be filled with inquisitive action items to get your mind thinking about a difficult subject most people do not want to think about or believe that they can put off until they retire.

Estate planning involves deciding how you want your assets distributed after you die or become unable to make your own financial decisions. It is important to have a basic estate plan in place regardless of your net worth. The benefits include getting to name the people to whom you wish to give your assets; you can arrange it so that taxes siphon as little as possible from your estate; and you have the satisfaction of knowing that your financial affairs are in order so you won’t bequeath a costly administrative nightmare to your loved ones.

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