In this episode of Roadmap to Retirement, we are joined by local attorney, Chelsea Sinclair, to talk about Estate Planning! We know it’s not the most exciting topic but still important for you, the listeners, to know about so you can have a plan in place! How prepared for your future are you?
In this episode, you will learn:
Do I need a Will?
What happens to my money after I die
Is it important to have a beneficiary
How does long-term care play a role
How can I protect my assets /retirement assets
Should I be nervous about setting up this meeting with my financial advisor or attorney
What to expect for an estate planning meeting
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