Planning for Retirement Assets in Your Estate Plan

Whether you are already retired or are thinking about it, establishing a plan to coordinate both anticipated retirement goals and a plan for legacy assets is critical. Depending on their intended purpose, your assets may need to be managed distinctly differently to allow for a cohesive, successful outcome.

Where to Begin?

When developing (or making changes to) your estate plan for retirement assets, it’s important to first identify your goals: Do you want to leave the bulk of your assets to your kids? Do you have big plans to support charitable causes with your estate?

To achieve your goals in the best way possible, you’ll need to get familiar with how your assets will flow, both for retirement