Tuesday, March 20, 2018
Prior to exiting the workforce, sagacious seniors will seek the advice of their trusted advisors to ensure their carefully laid out retirement plan comes to fruition. But careful planning does not end at retirement. Prudent seniors should have a solid framework for their post-retirement plans as well. Such a plan includes creating and keeping a list of financial accounts, compiling a list of investments and digital assets, a durable and medical power of attorney, and keeping these documents in a safe location known to at least one trusted friend or family member.
See Post-Retirement Planning: A Checklist for Seniors, Elder Law: Cranfill Sumner & Hartzog, February 20, 2018.
Special thanks to Jim Hillhouse (Professional Legal Marketing (PLM, Inc.) for bringing this article to my attention.