Workshop:
Legacy and Incapacity Planning
Hosted by Wade Pfau, PhD, CFA, RICP - Founder of Retirement Researcher.
In this workshop we turn toward how to properly prepare you and your family for end-of-life issues. We first discuss how to get your finances organized with easy access for those who need it in the event of an emergency. This includes personal and family information, contact information for professionals and service providers you work with, insurance information, medical history, and details about various financial accounts. Then we shift to other important estate planning issues. The components of an estate plan involve tracking and organizing assets and taking a careful look at how they are titled and whether they include beneficiary designations, creating a will, deciding whether to create trusts, and deciding on both a financial power of attorney and on advanced health care directives. One may wish to provide instructions for their final wishes. We then continue the discussion regarding tax-efficiency and tax-planning considerations as it relates to one’s legacy. Tax planning for legacy includes understanding requirement minimum distributions rules for various assets that are inherited, as well as other aspects of the tax code related to the step-up in cost basis at death, gifting strategies, and estate taxes.
Purchase access to our latest workshop,
Or join the Retirement Researcher Academy for access to all upcoming workshops
Join today or Purchase this Workshop!
Annual
Subscription
(all workshops)
First year membership $1495
Renew at $395 annually
Access to this
workshop only
(Legacy and Incapacity Planning)
Pay $295 one-time fee
And did we mention our staff?
Wade Pfau, Ph.D., Alex Murguia, Ph.D., and Bob French CFA® represent some of the leading minds in the industry.
What makes them unique, however, is not their ability to lead the research agenda for the financial planning profession (Wade Pfau), create a leading financial planning software platform for the industry (Bob), or blend the best of academic research and practical application within a wealth management firm (Alex)...
...What makes Wade, Alex, and Bob unique is their ability to distill the best that the science of financial planning has to offer and to present it to you in a very approachable and friendly manner.
Kind of like what your favorite teacher would do back in high school or college.
This is their passion.
And did we mention our staff?
How much of your time would it take you to organize, synthesize, and continually curate all of this information?
How much would it cost you to hire a professional to do it for you?
Retirement Researcher Academy provides the best of both of these worlds and then some because over time you will also be able to piggy-back off of the community of Retirement Researchers that are also part of the Academy.
This is their passion.
You no longer have to worry about:
Keeping up with the latest financial planning research
Understanding how new tax laws (or any other laws) affect your plan
How current investment markets may affect your portfolio
How to navigate the financial professional landscape
Doing something markedly different from other people in your situation
Which assets to prioritize so you can appropriately budget time for each one.
The order of operations in completing each component of an asset to eliminate confusion.
We make it easy
for you by:
Researching and curating the best financial planning practices in an easy to understandable format and in accordance with your retirement income style
Providing frequent opportunities for discussion among our members through various workshops and Q&A formats.
Creating downloadable and easy to understand resources (e.g., calculators) tailor-made to practical retirement income issues.
Benchmarking your situation to other similar like-minded Retirement Researchers in our members-only forum.
While there is always room for an advisor, we also believe that individuals like to access financial advice differently and at their own pace.
The delivery of financial advice is changing,
and we are at its forefront.
Joining the Retirement Researcher community is a great way to develop, maintain, and engage in your retirement income plan by yourself, with a helping hand, and with a community of other like-minded folks.
Frequently Asked Questions:
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