Estate Planning

Estate planning is essentially planning for the next generation. In this session we’ll examine the importance of estate planning, setting up a trust, and ways to pass along your wealth.  

We'll also cover the different types of retirement plans and how they compare to one another. Social security is a big part of retirement so we'll go over the benefits of taking SS early versus waiting until you're 67. We'll also talk about how to plan for retirement and how to best make sure you have enough money to retire with the lifestyle you want.