In this episode, we walk through all the years of planning we've done for two fictional clients near the end of their retirement. Adam & Alice have saved super well but don't have any family to pass these assets onto. Their plan covers how to give everything away, healthcare in your older years, and building estate plans. 

💥 DOWNLOAD our free retirement planning guide: https://financialdesignstudio.com/two-questions-we-ask-every-client-before-they-retire/

🚀 WORK WITH US: https://financialdesignstudio.com/get-started/

👋 ABOUT US: We are a team of financial advisors based Chicago. We specialize in helping professionals plan their retirement through investment management, tax efficiency, and executive compensation.

⚠️ DISCLAIMER: All written content on this site is for information purposes only. Opinions expressed herein are solely those of FDS, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.