Here's Why Having An Estate Plan Is Important For All Retirees With $1 Million+

from Joe Knows Retirement · host Joe Schmitz Jr.

Did you know there's a difference between having estate documents in place and having an estate plan in place? In this episode of Joe Knows Retirement, Joe shares why nearly all retirees with over $1 millions or with a pension should consider working with a professional team to implement an estate plan. From providing benefits in tax planning to making sure your beneficiaries use your money in a way you prefer, estate plans should likely be part of your retirement plan. Are you interested in applying to receive expert help in planning for your financial future? If so, you can apply at https://peakretirementplanning.com/schedule-a-meeting/ 🎥 Subscribe to our YouTube channel: https://bit.ly/430T9Lv 📚Get a FREE copy of Joe's book "I Hate Taxes": https://keap.page/bsd964/toolkit-youtube.html 🟥 Read our latest article featured in Kiplinger: https://www.kiplinger.com/retirement/will-you-pay-higher-taxes-in-retirement 📞 Apply to talk with us: https://peakretirementplanning.com/schedule-a-meeting/

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This episode is 22 minutes long.

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This episode was published on December 17, 2024.

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