Estate planning is more than just having a will, it’s about protecting your family, reducing taxes, and making life easier for your loved ones. In the final step of the Fundamental Retirement Plan, we break down the essentials and the overlooked strategies you can’t afford to miss.

Specifically, we are going to discuss:

-       The core estate documents you need to have in place

-     The disconnect that can happen when you have a transactional relationship with legal council

-     How decisions made in step one of our process trickles down to step 5

-       One crucial strategy that is often overlooked but will have a significant impact on your spouse or executor.

Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.

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