Summer Estate Planning Series | Planning Your Retirement & Beyond
RSVP: [email protected]
Summer Estate Planning Series | Planning Your Retirement & Beyond
RSVP: [email protected]
What is an estate plan?
An estate plan is a collection of legal documents that lay out your intentions and expectations for two general situations:
1. What happens when you can no longer take care of yourself or your estate.
2. What happens when you pass away.
Who needs an estate plan?
Everyone should have an estate plan!
If you own anything of value, you will need a plan for you on how to pass it on. The thing often overlooked is that a plan can make life a lot easier for your loved ones, who won't want to be thinking about financial, legal, end of life planning as they grieve.
What is Retirement Planning?
In the simplest sense, retirement planning is the planning one does to be prepared for life after paid work ends, not just financially but in all aspects of life.
What's Included In This FREE Six Week Class Sponsored by Fairmount Memorial Association and Family First Senior Care?
-Your Own Personal Planning Binder
-Six Free In-Person or Zoom Workshops With Local Experts
-Refreshments Provided For In-Person Participants
RSVP: [email protected]
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