Creating a will is a must for every responsible retiree.

As the saying goes, you can’t take it with you.  You can, however, by creating a will, provide a statement of your intent for the distribution of your life insurance, other financial assets, and personal possessions. Unfortunately, many retired people think by creating a will they have completely protected their assets for their heirs.  This is not true.

In our book, The Best of Our Lives: Sharing the Secrets of a Healthy and Happy Retired Life, we discuss how to go about creating a complete financial protection and transfer plan for your loved ones.  Having such a plan in place is both financially responsible and emotionally comforting for those left to handle your finances and possessions.

In Chapter 7, The Responsible Retiree, we discuss creating a will and explain both the value and possible limitations. In addition to the information provided, we discuss the various types of trusts and their pros and cons. As we do in every chapter of the book, we share with readers our own personal decisions regarding wills and trusts. We want readers to know we have had to make the same decisions and want them to benefit from our experiences.

A will is an important part of a complete financial protection and transfer plan. Learn about wills, trusts, and many other aspects of becoming a responsible retiree by reading this book.

Want to learn more about creating a will? Get your copy of The Best of Our Lives: Sharing the Secrets of a Healthy and Happy Retired Life today!