Retirement Must Haves: Estate Planning Bare Minimums

Retirement Roadmap

Has your estate plan become a dusty relic? In this episode, Mark and Evan Fricks discuss legacy planning and how to make it a part of a robust roadmap that reflects your current wishes and complies with ever-changing laws. Discover how Advance Directives can be essential, especially if you live across state lines, and how they can possibly prevent court battles while honoring your healthcare decisions. Navigate the intricacies of beneficiary designations and how they can be a pivotal part of your legacy planning toolkit. Keeping your beneficiaries up-to-date could spare your heirs from the cumbersome probate process, especially after life changes or corporate shifts. Having an adequately equipped estate plan can protect your family and can help your estate transition smoothly according to your wishes.
Have a topic or question you'd like Mark and Evan to address in a future episode? Email us at [e-mail] or call 770-980-9262.
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Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance, tax and commodities services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. The aforementioned are affiliated companies.

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1. Retirement Must Haves: Estate Planning Bare Minimums (00:00:00)

2. Estate Planning (00:00:06)

3. Beneficiary Designations and Estate Planning (00:09:09)

4. Importance of Estate Planning Documents (00:14:36)