Retirement & Estate Planning

As we hurriedly go through our day, do you have thoughts of what you would like your retirement to look like?  We had planned to retire in Florida, someday. Life happens in between the dream and the reality.  Continue to save and have a goal in mind. If illness comes your way, try to focus on the goal.  It helps get you through the illness. 

Meet with and hire an attorney to make sure that your wishes for your estate are followed.  It doesn't take too much time and the peace of mind is well worth it.  Set up your medical instructions and choose a person who will follow those plans for you, if you should not be able to.  Make sure that your will is updated and current with today.

I will be hosting a seminar, this fall, with a local attorney.  He will advise the clients of their choices and guide them through the process.  If you would like to attend, please contact me and I will be happy to invite you.  Preparing now, will save you the stress of having to get things in order, last minute.

Retirement and Estate Planning are part of our life plan.  Have your plan ready, so that, your wishes are followed.