Problems with Beneficiary Designations Part 3 — Usually They Take Precedence Over Your Estate Planning Documents, But Sometimes They Don’t
What’s the Difference Between Retirement Planning, Financial Planning, and Estate Planning? January 25, 2019 by Evan H Farr, CELA, CAP Q. My wife and I are hoping to retire in 12 years. We have already done our estate planning but have been told by friends and relatives that we need to also do financial planning and retirement planning. Aren’t financial planning … [Read more...]