{"id":1902,"date":"2022-03-17T15:58:39","date_gmt":"2022-03-17T15:58:39","guid":{"rendered":"https:\/\/www.retirementrefined.com\/?post_type=oi_service&#038;p=1902"},"modified":"2024-04-03T15:02:11","modified_gmt":"2024-04-03T15:02:11","slug":"estate-planning","status":"publish","type":"oi_service","link":"https:\/\/www.retirementrefined.com\/services\/estate-planning","title":{"rendered":"Estate Planning"},"content":{"rendered":"\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<h2 class=\"wp-block-heading\">Proper estate planning is much more and should include the following:<\/h2>\n<\/div><\/div>\n\n\n\n<div style=\"height:50px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-1 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<ul><li>Include instructions for your care and financial affairs, should you become incapacitated.<\/li><li>Provide for loved ones who might not be responsible with money or may need protection from creditors or in the event of a divorce.<\/li><li>Provide for a family member with special needs without disqualifying them from government benefits.<\/li><li>Provide for the transfer of your business at your retirement, disability, incapacity or death.<\/li><li>Minimize taxes, court costs and unnecessary legal fees.<\/li><li>Updating beneficiaries of life insurance policies and retirement assets.<\/li><\/ul>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-center is-layout-flow wp-block-column-is-layout-flow\">\n<figure class=\"wp-block-image size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.retirementrefined.com\/wp-content\/uploads\/2022\/03\/Estate-Planning.jpg\" alt=\"\" class=\"wp-image-2170\" srcset=\"https:\/\/www.retirementrefined.com\/wp-content\/uploads\/2022\/03\/Estate-Planning.jpg 1024w, https:\/\/www.retirementrefined.com\/wp-content\/uploads\/2022\/03\/Estate-Planning-300x200.jpg 300w, https:\/\/www.retirementrefined.com\/wp-content\/uploads\/2022\/03\/Estate-Planning-768x512.jpg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n<\/div>\n<\/div>\n<\/div><\/div>\n\n\n\n<p>Estate planning is an on-going process, not a one-time event.&nbsp; Your planning should be updated as your family, financial circumstances and relevant estate and income tax laws change over time.<\/p>\n\n\n\n<p>Estate planning is an included part of our planning services.&nbsp;&nbsp;<\/p>\n\n\n\n<p>We will work in concert with your current Estate attorney or provide a referral to a local Estate Attorney to make sure your current documents are still adequate or to provide new documentation.<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<div class=\"wp-block-group card2\"><div class=\"wp-block-group__inner-container is-layout-flow wp-block-group-is-layout-flow\">\n<h3 class=\"wp-block-heading\">All of us need at least 3 Estate Documents:<\/h3>\n\n\n\n<ol><li>A Valid Will<\/li><li>Power of Attorney<\/li><li>Health Care Directive<\/li><\/ol>\n\n\n\n<p>In many situations, a Living Trust or other Trusts may be beneficial to carry out your desires.<\/p>\n<\/div><\/div>\n","protected":false},"excerpt":{"rendered":"<p>Estate planning involves making a plan in advance, naming the people or organizations you desire to receive what you own after you pass, and taking steps to make the process of carrying out your plan as easy as possible.<\/p>\n","protected":false},"author":2,"featured_media":1908,"parent":0,"menu_order":5,"template":"","meta":{"post_statement":"","post_description":"","post_cta":"","post_button":"Read More","post_button_url":"","compliance_id":"","post_disclaimer":"","footnotes":""},"oi_service_cat":[],"_links":{"self":[{"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/oi_service\/1902"}],"collection":[{"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/oi_service"}],"about":[{"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/types\/oi_service"}],"author":[{"embeddable":true,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/users\/2"}],"version-history":[{"count":11,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/oi_service\/1902\/revisions"}],"predecessor-version":[{"id":2175,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/oi_service\/1902\/revisions\/2175"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/media\/1908"}],"wp:attachment":[{"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/media?parent=1902"}],"wp:term":[{"taxonomy":"oi_service_cat","embeddable":true,"href":"https:\/\/www.retirementrefined.com\/wp-json\/wp\/v2\/oi_service_cat?post=1902"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}