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 [email protected] for more details.

Send us a Text Message.
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 [email protected] or call us at 1-855-6MENTOR.
This podcast is educational only and is not intended to be investment, legal, or tax advice or recommendations, whether direct or incidental. Again, this is not investment advice. Consult your financial, tax, and legal professionals for specific advice related to your specific situation. Never take investment advice from someone who doesn’t know you and your specific situation. All opinions expressed in this article are those of the people expressing them. Any performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be directly invested in.

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