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estate planning ultimate guide to retirement

Estate Planning: Ultimate Guide to Retirement Seminar

Wills, Financial Power of Attorney, and Health Care Directives

Over the course of time, the reasons for completing your estate planning changes. To better understand, first we need to define what constitutes a complete estate plan. The most obvious instrument an estate plan is a will. That’s the one that everyone thinks of. It certainly is important as it lays out who gets your money and other stuff and, if you have minor children, who will take care of your children if you are no longer there. Unfortunately, many people forget the important Financial Power of Attorney and Health Care Directives. These documents are to help guide people in health care decisions as well as keep your financial affairs in order if you are in the hospital and can’t speak for yourself. These three documents are essential in any estate plan.

Trusts & Privacy Planning

The last piece of the puzzle may be a trust. Some people will need to have trust and some people won’t. It truly does depend on your situation. It depends on the level of your wealth. It also depends on your children and their financial aptitude. Some people may not want the general public to know their financial affairs when they pass away and will use a trust to keep their information private. There are a multitude of other reasons that you may want to use a trust. You will want to consult with your attorney on whether a trust is necessary for you.

Estate Planning for Retirement

Getting back to the reasons why you would complete your estate plan, when you’re young and single, your biggest need is typically going to be to make sure that you’re taken care of if you’re in the hospital and can’t make decisions for yourself. When you have kids, you obviously want to make sure your kids are taken care of if something happens to you.

The next phase in life is the part that we will be talking about in our August seminars: Retirement. You save your entire life in things like savings accounts, 401(k)s, IRAs, and any other number of financial vehicles. Presumably, you have saved enough for you to live on for 20, 30 or 40 years. Now, you want to protect that if something happens to you. Maybe you want to pass it to your kids. Maybe you want to give it all to your church or favorite charity. Or maybe you just want to make sure that it won’t all be used for a nursing home to care for you. Additionally, you want to make sure that everyone knows exactly how you want your health care to be carried out and someone to pay your bills for you if you are in that nursing home.

The Ultimate Guide to Retirement Seminar, August 22, 2019

All of those topics and more is what Omni Kiecker, Esq. of Kiecker Law is going to cover in the seminar “Estate Planning: The Ultimate Guide to Retirement” on Thursday, August 22nd. There will be two seminars, one at 3:00pm and one at 6:00pm in the Sakatah Trail Room in the Greater Mankato Business Development Building. Please see the links for the below for the registration page or you can call (952) 843-8546 to get registered as well. Space is limited so please reserve your spot. All guests in attendance will receive a copy of the “The Ultimate Retirement To-Do List” to keep as well.

You can also keep following our blog as well as our Facebook page to get more information as the month goes on. We want to keep providing more information on why this is important and help you make the best decision for you.

We look forward to seeing you at the seminars helping you prepare for or continue working through your retirement.

Estate Planning: Ultimate Guide to Retirement Seminar 1

FREE Admission Registration Open Now
Date and Time:
Thu, August 22, 2019
3:00PM – 4:00PM CDT

Location:
1961 Premier Dr
Sakatah Trail Room
Mankato, MN, 56001

Estate Planning Ultimate Guide to Retirement Seminar 2

FREE Admission Registration Open Now
Date and Time:
Thu, August 22, 2019
6:00PM – 7:00PM CDT

Location:
1961 Primeier Dr
Sakatah Trail Room
Mankato, MN 56001

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