Changes in your family or other circumstances make it important to regularly review your plans for your property and your medical care.
Work with an advisor to develop or review a plan for your property and assets, including your Will, trusts, liquidity of assets and gifting.
Creating a budget is crucial to fulfilling your plans for retirement. Be sure to plan on a reserve for emergency situations when evaluating your needs.
Plan and discuss your desires and needs for possible long-term healthcare with your family.
Medicare may not be enough to provide the level of care you need; work with an agent to determine an affordable level of coverage.
If you have a business, you need to plan for a fair and predictable transfer of your business should you die or wish to move on.