The Ideal Estate Plan for Retirees

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

We’ll discuss topics including:

• 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 to follow to ensure 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.

Can’t attend? Register anyway, and a link to the recording will be sent to all who register.