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ESTATE PLANNING

WHY IS ESTATE PLANNING IMPORTANT?

Estate Planning
Who
Priorities
Who
  • Age 65 and over
  • Increased net worth
  • No longer working or working part time
Priorities
  • Mortgage is paid off
  • Little to no debt
  • Staying on budget
  • Living off savings
  • Reducing income tax
  • Taking care of the “What-ifs?”
  • Long-term care
  • Premature death
  • Make a will
  • Consider powers of attorney
  • Making sure health insurance is adequate
  • Estate planning
Learn More
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