“Hope is Not a Strategy”
A Retirement & Estate Planning Workshop
TOPICS DISCUSSED
Do you need a will or a living trust? Why or why not?
Power of attorney, living will, health care directives: No they are not all generic, They can be invaluable, or create terrible tangles. Who should you choose for each one. There are very common mistakes, they are easily avoided.
Crucial update on the new digital financial system! The death of the dollar, privacy issues, A. I. and the disruption of crypto currencies.
Destructive mistakes with 401 k and IRA planning.
Inflation the invisible thief: Strategies to defend against this monster. Will my savings last through our/my retirement?
Inheritance enemies: heirs battling addiction; Unnecessary taxation; second spouses vs. children and/or stepchildren; fights producing lawsuits; charitable gifts; excluded heirs; and more minefields discussed.
Long Term Care; The overlooked but greatest financial threat for retirees.
Prevent accidentally giving half of your savings to a lawsuit or the IRS.
Risk vs. Safety: Taking on too much… or too little risk with your savings.
Stocks, bonds, annuities, precious metals, crypto, money market, … it’s so confusing.