PRE-RETIREMENT GUIDE
Housekeeping
Where There’s A Will, There’s A Way! The Challenge In today’s world, every institution requires the proper legal documents to conduct business for yourself or for someone acting on your behalf. Think about how easy it was for a parent to ask the school nurse to give their child medication 25 years ago and the documentation required to do the same thing today.
Why It’s Important No one loves to deal with estate planning because we are dealing with our own mortality. Estate planning helps your family manage their way through difficult times in the easiest way possible. The alternative is a lot of time, money, and headaches for loved ones.
Recommendation It’s important to work with a qualified attorney to create these important legal documents so that they are current, correct and effective.
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