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
- Podcast Episode 258: Facing the Facts of Retirement
- Best of Hartford 2022: Johnson Brunetti Named “Best Financial Management Company”
- Podcast Episode 257: Things Everyone Can Relate To
- Podcast Episode 256: Should You Move Into Cash Before Retirement?
- Podcast Episode 255: Applying the Best Warren Buffett Quotes to Retirement Planning