A Brief Introduction To Estate In Retirement Planning

Simply put, estate planning is your legacy.

How you want to disperse your assets upon your death may not be the most pleasant thing to think about at times (or the ramifications for your loved ones), but we find this piece of the Core Four to be necessary and comforting – when done right.

This section may seem daunting, like drowning in a sea of paperwork and difficult decisions. Rest assured that we have seen this element provide a remarkable amount of peace and confidence.

Questions to ask yourself: Are your wills/trusts updated? Do you or a loved one need Powers of Attorney?

Getting Started

Legacy Planning Guide

This goes beyond traditional estate planning, encompassing a broader scope.

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Family Guide to Caregiving

Taking care of loved ones is crucial. This guide is the primer on information.

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Top 10 Estate Planning Mistakes

Know the ten, and be prepared.

Wills

Trusts

Power of Attorney

Avoiding Probate

Asset Protection

Spendthrift Protection

LLC Formation

Health Power of Attorney

Living Will

HIPPA

Long-Term Care

Don't Fall For Any Traps

What are the common issues people make in estate planning?

Almost half of American adults don't have a will or estate plan. Who can blame them? For many, this isn't a popular conversation. Not only is the thought of setting up a plan unpleasant - it's confusing. TV personalities push DIY kits; websites offer "one size fits all" forms.

Your accountant, financial planner, and lawyer may contradict each other. But when it comes to protecting your estate and loved ones, generic solutions are inadequate, and opinions waver. This book helps you navigate the maze and avoid the traps.

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U.S. State Availability

RetirementHelp.com's direct estate planning attorneys are available only in KS & MO. Rest assured, we can connect you to a trusted estate planner outside of these states as well.

Estate

Estate planning is your legacy. What happens to your assets when you pass away, and who will they go to? More importantly, have you considered planning for your incapacity? Get ahead with RetirementHelp™ attorney access.