ESTATE PLANNING

WHY IS ESTATE PLANNING IMPORTANT?

Satrting Your Career

Who's this for?
  • 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