Seven Tips for Converting Your Retirement Plan to Your Estate Plan

The COVID-19 health crisis has many Americans worried about the possibility of sudden death due to the virus. That fear is causing people to focus on getting their legal affairs in order. Creating or updating a succession plan is a complex process and isn’t one that lends itself to hastiness.

Retirement Income Center co-director Steve Parrish says working out powers of attorney, learning your local estate planning laws, and other steps are key to putting these plans together. Read more of his advice in his latest column from Forbes.

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