Retirement planning should be a part of every person?s life. ?No matter what the size your estate is, it?s important to put your intentions and wishes in writing by creating a will. This is true whether you?re a baby boomer about to hit retirement and actively involved in retirement planning ? or a student just about to graduate college and just starting out in life.
If you have a will or Living Trust, you control who inherits your property and your portfolio. If you are raising children under 18, your will can designate who should continue to raise them. Instead of the impersonal court system making critical decisions around your family and most beloved possessions, you can choose your spouse, a trusted friend, or a professional fiduciary to be in charge of your estate.
Believe me, I?ve been involved in retirement planning for decades, and no one wants to confront their mortality and deal with these difficult issues. But it is simply irresponsible not do so. It could also cost your heirs a bundle in avoidable estate taxes.
A Living Trust will help you avoid probate, which takes money and fees out of your estate before your family receives it and leave them in limbo for a very long time.?A Living Trust will also give you some tax advantages and help reduce the estate tax for larger estates.
Please visit the top right of my blog screen and sign up for??7 Retirement Mistakes.? Let me be there as your personal PREtirement and estate planning?expert!
Yours truly, Kris Miller, Author of Ready for PREtirement
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For the past 20 years, my clients have relied on me as a PREtirement and living trust expert. I?ve become known as The Money Maestro, Credentials for Kris Miller, ChFEBS, CSA, LDA Certified Senior Advisor and Estate Planning Specialist for more than 20 years Charted Federal Employee Benefit Specialist Licensed Legal Document Assistant (Paralegal in California) Licensed to offer life insurance and long-term care insurance (State of California and Tennessee) Owner of Trusts Unlimited and The Living Trust Institute, a legal and financial document preparation service Member, Society of Senior Advisors Member, National Speakers Association Experienced speaker offering keynotes, seminars, and workshops on retirement and estate planning throughout the United States Nominated as 2010 Woman of the Year and best Customer Service by the Hemet, California, Chamber of Commerce Nominee and winner in three categories in the National American Country Music Awards and Inspirational Country Music Awards for songwriting (2008, 2009, 2010) Nominated Inspirational Music?s Songwriter of the Yearnest williams syndrome jay leno lindsey lohan reed hastings hpv vaccine hurricane tracking
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