Designating trustees depends on how the assets of your estate will be distributed. The trustee’s job is simply to determine and inventory all the assets and distribute them according to the terms of your trust and/or will. The trustee could delegate this responsibility, which I highly recommend, to your attorney, financial advisor and perhaps accountant. Their involvement would then be … Read More
A Retirement Story: Living an Incredible Retirement
No matter how you choose to define your incredible retirement, make sure you stay active and involved. By doing so, you are guaranteed to lead a life filled with purpose and passion! This story is how one client of ours achieved his incredible retirement. Several years ago, John accepted an early retirement package. About six months into retirement, he called … Read More
Retirement Has a New Meaning
Not too many years ago, the word “retirement” was associated with people spending hours on the golf course or traveling leisurely around the world. Today, people are living longer and in many cases, are healthier, thanks to lifestyle changes and advances in medical care. Also, the notion that at age sixty-five you must stop working and move to a retirement … Read More
3 items to add to your To Do list 12 months before you retire
If you are thinking about retiring within the next 12 months, here are 3 items you’ll want to put on your To Do list. Plus a bonus tip!