October Community Meeting: Follow-up Information

It was our pleasure providing you with information on retirement and estate planning in the October Community Meetings. Here are the links to some of the resources we mentioned:

Covers all topics:

    • Estate Planning Guide

Specific Topics:

    • Beneficiary Designations – Do’s and Don’ts
    • Adding an adult child as joint owner
    • Cottage Succession Planning
    • Estate Planning for Blended Families
    • Permanent Life Insurance
  • Retirement and Estate Planning slides 

I went through a lot of information in a short period of time so if there are any questions that were not addressed, please do not hesitate to reach out to my team for assistance. We are happy to provide any follow-up information and support for CARP members.