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Posts tagged "retirement"

5 Ways to Improve Your California Estate Plan

5 Ways to Improve Your California Estate Plan.jpgHaving an estate plan in place is an excellent way to help make sure your loved ones are provided for and protected.  Although many people believe that having a will is enough, in order to have a comprehensive estate plan, you will need to address several key areas. Here are five ways to improve your California Estate Plan:

Approaching retirement? An important estate planning tip to remember

You have worked your entire life and are looking forward to finally spending some time relaxing. Perhaps you are planning on taking a long vacation with your spouse, or maybe simply going to visit your grandkids. Whatever you decide to do, you are happy, healthy and looking forward to what is next.

California retirees enjoying freedom and fun during the golden years

Individuals planning for retirement and end of life matters are often forced to make many important decisions. When most people think about their retirement years or estate planning, money and finances are the primary focus and concern. While it's important that individuals take the necessary steps to ensure they have enough money to live during retirement and enough money to pass on to heirs after their death, there are also important matters related to quality of life during the retirement years.

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