Скачать или смотреть What Is Estate Planning In Retirement?

As you approach or enter retirement, understanding estate planning becomes crucial. This video demystifies what estate planning entails specifically for retirees, ensuring your legacy and wishes are protected.

In this essential guide, we break down key aspects of retirement estate planning:
► Defining estate planning and its importance for retirees.
► Understanding how wills and trusts function in your retirement plan.
► The role of beneficiary designations for accounts and assets.
► Strategies for minimizing taxes and avoiding probate.
► Planning for incapacity with powers of attorney and healthcare directives.


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