Throughout your working years, your retirement plan and your estate plan may have been separate plans. As you near retirement age, however, those two plans should be merged to ensure that they work in harmony with one another. When you retire, your income will undoubtedly change. Knowing how much to expect from Social Security is an important part of budgeting for retirement and may impact what you decide to do with other assets as you near retirement age.
Home » FAQ » Understanding the Social Security Retirement System » How does retirement planning fit into my estate plan?
