Investing for Retirement: Estate Planning

You should work with your attorney and tax specialist to craft an estate plan that reflects your personal needs. What is the primary goal of your estate plan? Avoid taxes? Providing for your family? Charitable giving? Have you defined the primary beneficiaries of your estate? What is your plan for giving to your heirs? If you have minor children, have you named both guardians for them and trustees for your estate? Do you have life insurance? Is it enough? Who are the beneficiaries? Do you have long-term care insurance? Continue reading Investing for Retirement: Estate Planning