Planning for a Secure Retirement

Module 10c: Estate Planning

Many people include estate planning as they think about retirement planning.

1. What do you want done with your property after your death?
2. Do you know the advantages and disadvantages of living trusts?
3. Do you have a living will, health care representative, or durable power of attorney?

One site that gives good information is Getting Ready for Estate Planning (Source: Purdue University). This website introduces basic concepts, tools you can use, and helpful checklists that you can complete and use with an attorney.

You will need to check the state laws where you reside for specific estate planning information.

Module 10 - Module 10a | Module 10b | Module 10c | Module 10d | Module 10e | Module 10f | Module 10g