Here's Why Having An Estate Plan Is Important For All Retirees With $1 Million+
Joe Knows Retirement · Joe Schmitz Jr.
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Show Notes
Did you know there's a difference between having estate documents in place and having an estate plan in place? In this episode of Joe Knows Retirement, Joe shares why nearly all retirees with over $1 millions or with a pension should consider working with a professional team to implement an estate plan. From providing benefits in tax planning to making sure your beneficiaries use your money in a way you prefer, estate plans should likely be part of your retirement plan.
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