FREE CHAPTER Discover the state of estate planning

Claim your complimentary PDF of Chapter 8 from “Retirement Tune-Up” by William A. Smith, RICP®, MRFC® as mentioned on the Retirement Solutions show!


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None of us wants our life’s work and legacy to line Uncle Sam’s pockets when we die. And yet, estate planning is often neglected by retirees and financial advisors alike.

Access this excerpt from “Retirement Tune-Up: Plan Well and Prosper in Retirement” to learn:

  • estate

    Why estate planning isn’t just about what will happen after you’ve died

  • estate-documents

    What key documents should be completed to help spare your inheritors a great deal of anxiety and heartache

  • estate-no

    Examples of what not to do when estate planning — including missteps by Prince, Marlon Brando and Michael Jackson

Simply fill out the form to peek inside “Retirement Tune-Up”!