Tag Archives: Coordinating Estate & Retirement Planning

How to Coordinate Retirement & Estate Plans

Death & Taxes Estate Planning in Retirement

We often think of retirement accounts as monolithic resources. It is easy to see why. We spend years socking away money for the future. Unfortunately, however, the rising cost of healthcare threatens to deplete even the largest retirement account. Because retirement funds make up the largest assets in a person’s estate, proper planning is crucial […]