RetireMentorship
RetireMentorship
Sep 3, 2021
ACTION: Estate Planning
Play • 7 min

Your Action Items are:

  1. Choose who you want your assets to go to
  2. Choose who you want your estate people to be (executor, guardian, POA, etc.)
  3. Get estate documents created and signed

For item 3, you have three options:

  • Use an online estate planning document service ($200-$600. Better than nothing.)
  • Hire an estate planning attorney ($600-$10,000. Costs vary widely. Best if you also want legal advice.)
  • Hire our Financial Planning Firm ($500-$1,500. "Happy Medium." Legal documents created through a partner estate planning firm.) Email Questions@RetireMentorship.com for more details.

Join our FREE membership community to receive exclusive content at RetireMembership.com.

The content includes my book, 3D Retirement Income: Creating a Retirement Income that Outpaces Inflation, Outlives You, and Outperforms Others . (Available on Amazon.)

Find my financial planning firm at LaxFP.com.

Email us at Questions@RetireMentorship.com or call us at 1-855-6MENTOR.

More episodes
Search
Clear search
Close search
Google apps
Main menu