Posts Tagged "baby boomer"

Baby Boomer Retirement Mistakes: No Estate Plan

Posted on Apr 17, 2015 in California Trusts, California Wills, Estate Planning | Comments Off on Baby Boomer Retirement Mistakes: No Estate Plan

Retirement Mistakes: No Estate Plan   According to a recent USA Today article, many baby boomers are forgetting an essential part of their retirement plans- creating an estate plan. Nobody wants to think about death and what all will happen once you go but death without an estate plan can be even worse for those left to deal with your estate. For most people, estate planning is on the bottom end of the priority list but according to wealth and financial advisors, it should be on the top. Estate planning and financial planning go hand in hand. “There are three important...

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