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The Ideal Estate Plan for Retirees
February 9 @ 11:00 am – 12:00 pm CST
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.