One of the biggest Retirement Mistakes is not Having an Estate Plan!

When most people think of saving for their retirement, estate planning is not a part of that plan, but it really needs to be. Having a retirement plan without an estate plan can cause so many issues for your loved ones in the event of your death. It is not a fun thing to think about, but it really is important.

Why is Estate Planning Important for My Retirement Plan?

Most of your money is tied up in two assets: your home and your retirement plan. So, having an estate plan sets out the guidelines for how your money will be handled when you can no longer make financial decisions. Simple things like how you title your house, or whether or not you have a financial power of attorney set up can be could be lifechanging in the event of your death or disability.

Why Choose Great Lakes for Estate Planning Help?

With our cumulative years of experience as financial advisors, we have worked with many Estate Planning Attorneys. While working with us on your retirement plan, we can refer you to many great local Estate Planning Attorneys so you can secure your savings and help prevent any headaches for your loved ones.