Estate planning is a large component of retirement planning. It allows greater control, privacy and security of your legacy. For most people planning their retirement and those who are already retired, typically their main focus is around keeping their money and receiving a sufficient income. This causes a lot of people to miss the boat when it comes to estate planning. Here are three reasons why I believe it’s so important:
1. Probate Fee & Tax Reduction
2. Asset Protection
3. Control and Management
Request your free digital copy of our Estate Planning Checklist here and feel free to share with a friend or family member.
Joel Johnson, CFP ®
CEO and Managing Partner, Johnson Brunetti
