Your Action Items are:
- Choose who you want your assets to go to
- Choose who you want your estate people to be (executor, guardian, POA, etc.)
- 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.
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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.