Estate Planning Before Retirement: Key Considerations

As retirement approaches, it’s crucial to revisit and update your estate plan. From choosing the right powers of attorney to revising beneficiary designations, these steps ensure your legacy aligns with your values.

In this video, we cover the essentials of estate planning, including financial and medical considerations, the importance of trusts, and how to prepare beneficiaries to handle your wealth responsibly. Don’t let outdated documents derail your plan—join us to learn best how to secure your future!

This content was written by Spencer S. Hall CFP®, RLP ®, CKA ®, MBA, MDiv

Spencer is a Certified Financial Planner™ with 14 years in the field of retirement and financial planning. As a second-generation financial advisor at Retirement Planning Services, Spencer brings a wealth of experience and passion to help clients align their wealth with their core values.

Advisory services offered through Retirement Planning Services, LLC.

The information in this article is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.