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Basics of Estate Planning for Retirement


The 3 documents everyone MUST HAVE in retirement The USELESS WILL - it’s a good thing! Basics of a Revocable Living Trust How to avoid DEATH Probate and LIVING Probate Learn how the NEW SECURE ACT impacts your Estate Plan How to accidentally disinherit children and grandchildren 2nd marriage solutions in Estate Planning What to do if you have a Retirement Account and a Revocable Living Trust Beneficiary Form mistakes to avoid for Retirement Accounts, Life Insurance, Annuities
Course ID/# : 1410/SPGF3631
Fee: $49.00

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