Estate Planning
Although most people don’t realize it, estate planning isn’t just about preserving and distributing your assets after you’ve died. It is also a crucial part of helping to protect and manage those assets during your retirement.
An effective estate planning strategy can spell out your healthcare wishes and help ensure that they are carried out even if you are unable to communicate. It can also designate someone to manage your financial affairs should you become incapacitated.
Without an estate plan, your assets could end up getting tied up in the probate process. As a result, your family could be burdened with unnecessary stress and legal fees during what will already be an emotionally difficult time.
At LifePlan & Retirement Services, we can take the right steps to help make sure you have a solid estate plan in place that helps protect you today and your loved ones tomorrow and is properly aligned with your broader retirement income strategy.
To learn more, read our free Special Report, Estate Planning Myths.
An effective estate planning strategy can spell out your healthcare wishes and help ensure that they are carried out even if you are unable to communicate. It can also designate someone to manage your financial affairs should you become incapacitated.
Without an estate plan, your assets could end up getting tied up in the probate process. As a result, your family could be burdened with unnecessary stress and legal fees during what will already be an emotionally difficult time.
At LifePlan & Retirement Services, we can take the right steps to help make sure you have a solid estate plan in place that helps protect you today and your loved ones tomorrow and is properly aligned with your broader retirement income strategy.
To learn more, read our free Special Report, Estate Planning Myths.