The Ideal Estate Plan for Retirees

Entering retirement represents a significant life transition. With so many changes, it’s important that your estate plan is updated and properly structured for your next chapter.

We’ll discuss:

• How to ensure your agents within your advance directives can effectively and efficiently administer your affairs in the event of your incapacity.
• Simple rules and guidelines for tax-efficient transfer of tax-advantaged retirement accounts.
• Fail-safe distribution and asset protection techniques for a surviving spouse.
• Creating the ideal legacy-focused plan for your heirs, legatees, and community.