As you get closer to retirement, you likely want to make sure everything is in order, including your estate plan. David discusses what paperwork you should have in place and up-to-date.
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What we discuss on this episode:
3:09 - Should you have a trust?
5:42 - Do you have good beneficiary designations?
9:53 - What are the two kinds of beneficiary designations?
15:39 - What if you aren’t able to speak for yourself later on?