Every stage of life presents its own estate planning issues and areas of concern. Retirement is no different.
Most estate planning attorneys advise people to review their estate plans every couple of years to make sure the plans are still effective and desirable. At a minimum, attorneys advise that any significant life changing event should trigger an estate plan review and possible update.
Retirement is a significant life changing event and a good time to review your estate plan as retirees have special considerations that need to be reviewed in their plans.
Recently, Wealth Management discussed this in “Estate Planning for an Aging Population.”
Things to consider include:
An estate planning attorney can help you with these and other estate planning matters.
Reference: Wealth Management (July 5, 2016) “Estate Planning for an Aging Population.”
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