Overview of Will and Trusts

Every adult should have a will, no matter how old they are. The information is easy to understand if taken in small doses. This article provides an overview of wills, trusts, and living wills. It includes links to resources to which you can go for additional information.

How to Transfer Wealth Before and After Death

Most retirees want to give some of their wealth to their adult kids and or charities while they are living and the remainder to them after they die. There are ways to accomplish this accurately and with ease. Understanding the rules that may apply to their circumstances and following them carefully is important for estate planning and to minimize the amount of their tax liability.

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 Retiring isn't easy, but it can be enjoyable. Our mission is to help you successfully transition into retirement. The PlanningtoRetire team is focused on enabling you to quickly find resources, gain knowledge and to grow into this new chapter of your life.


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