In this episode of the Top Gun Retirement Show, Alan Kiefer discusses the importance of estate planning and the need to create an estate plan to protect assets and ensure they are distributed according to your wishes. He emphasizes the importance of avoiding probate and designating beneficiaries on all assets. Alan also highlights the significance of power of attorney and healthcare directives in making financial and healthcare decisions. He discusses the impact of taxes on retirement planning and the need to review and update estate planning documents regularly. Alan also addresses common retirement planning advice and the importance of individualized retirement planning.

Call 800-779-3319 to get in touch with Alan Kifer & the team at (the 100% veteran owned and operated) Top Gun Financial Planning for more information or visit AlanKifer.com.

 

Support the show: https://www.alankifer.com/

See omnystudio.com/listener for privacy information.