Estate Planning Basics
You’ve been tending to and growing your retirement savings, and your funds are close to being ready for a ripe, rich retirement. With Retirement Ready, Employees Services hosts a series of educational sessions each year to help employees nearing retirement age make a solid plan before they reap their harvest in retirement. If you’re within five years of retirement and haven’t started tackling that checklist, now is the time to start.
This TIAA-hosted session is open to all retirement plan enrollees and is designed to help you think through important lifetime planning issues and estate planning techniques, including an overview of basic planning documents, making beneficiary designations, preparing for a time when health care and financial decisions may have to be made on your behalf, knowing what questions to ask an attorney and more.