Wills and trusts do more than leave money to your heirs. Putting these in place can ensure your wishes are carried out. It can save your family from bureaucratic red tape. Most importantly, it can help you take good care of your family after you’re gone.
That’s why we believe wills and trusts play an important role in your retirement and estate planning. Both have different advantages and how you use them may vary depending on your unique situation. Now is the time to explore all your options regarding wills and trusts and learn how they could affect your heirs’ finances—and your retirement savings.