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!
Download Your Free Chapter:
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
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:
Why estate planning isn’t just about what will happen after you’ve died
What key documents should be completed to help spare your inheritors a great deal of anxiety and heartache
Examples of what not to do when estate planning — including missteps by Prince, Marlon Brando and Michael Jackson