Estate Planning within your Retirement Planning with Nathan Haase. Money Not Math 115

Estate Planning within your Retirement Planning with Nathan Haase. Money Not Math 115

Have you properly planned for your death?

When people are doing their estate and retirement planning. What options are available for them to make sure their money and assets go where they want them to when they die?

- What typically happens to people’s estate if they don’t have an estate plan of any kind?

- Are your wills and beneficiary designations in sync?

For people who have children under the age of 18, what options do you recommend and why?

- Do you know what happens if you leave money to someone under the age of 18?

When it comes to estate planning and avoiding paying more taxes than we have to when we pass away. What estate planning options do you recommend to those who take the time to watch or listen to this conversation?

What planning should be done at the different phases of our lives?

At what level of wealth is it necessary to do tax planning within your estate plan?

Nate’s number if you have follow up questions is 218-681-7373.

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Disclaimer, this content is not legal, tax, or investment advice. You should always consult a qualified professional regarding your personal situation.