Many people are confused about the difference between estate planning and retirement planning.
Estate Planning is the process of controlling what you own during your lifetime, providing for your potential disability, and then leaving what you have to whom you want, when you want, and the way you want, all at the lowest possible cost to your loved ones. Retirement Planning is a process which determines your financial goals and needs after retirement. Your Professional Team of Experienced, Qualified, and Caring Advisors can act to coordinate your retirement plan with your estate plan. Through Collaboration, each member of your Professional Team can create a strategy most appropriate for you with YOU at the Foundation. Unfortunately, most advisors do not communicate with one another on a regular basis.