Estate Planning

It’s your life, your retirement.  It’s your responsibility to ensure that you are protected from the foreseeable challenges.  As your “retirement coach” we can help you identify many of the challenges you may or will face, and help you acquire many of the financial tools to protect your retirement wealth and income.

No retirement protection plan would be complete without the BIG THREE:

• A Will
• A Durable Power of Attorney
• A Health Care Proxy (goes by several names)

These documents will avoid a lot of stress and frustration for you and those who care about you, as well as ensuring your affairs are managed according to your wishes.

Meet with an Elder Care Attorney.  Bring your completed My Protected Retirement Affairs Organizer it will make the process much easier.  You may find your Eldercare Attorney can do much more for you than just write wills!