Legacy and Incapacity Planning
Hosted by Wade Pfau, PhD, CFA, RICP – Founder of Retirement Researcher.
No one will live forever. It’s not something that most of us like to think about very often, but it’s incredibly important in the retirement planning process. Your retirement plan is not complete unless you are considering the issues that you might face towards the end of your life (and potentially even much earlier). Understanding how to think through these issues will help you come to decisions that work for you and your family.
Full Access only $99
Workshop Instructor
In this workshop Wade will detail:
- What are the components of an Estate Plan
- How to think through what you want your Estate Plan to include
- Issues with Tax Planning for Legacy and Estate Planning
- How to get your finances organized so it can be handled in the event of an emergency
- Understanding RMDs for Inherited Assets
Full Access only $99
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