Stage 5: Retirement Years 60+
Retirement Years 60+
- Chapter 1 : Welcome to Life Stage: Retirement Years 60+
- Chapter 2 : Concerns with Retirement
- Chapter 3 : Estate Planning Part 1 "The Goals"
- Chapter 4 : Estate Planning Part 2 Essential Documents for Life After 60
- Chapter 5 : Avoid These 3 Mistakes
- Chapter 6 : BONUS - "How to find a Hearse Chaser near you!"
- Chapter 7 : Bonus - "Write Your Own Obituary"
Course Description
Retirement Years 60+
As you approach retirement, it’s essential to ensure that your estate plan is up-to-date and reflects your evolving needs. This course, led by an experienced estate planning attorney, is designed specifically for individuals age 60 and older who are entering their retirement years. We’ll guide you through the unique estate planning challenges faced by older adults, providing practical advice on how to protect your assets, secure your healthcare wishes, and ensure your legacy is preserved.
This course is ideal for those in their 60s or older who want to take control of their financial and legal future as they enter their retirement years. Learn how to make informed decisions about your estate, healthcare, and legacy so you can enjoy peace of mind and leave a lasting impact on your loved ones.
Steven
Attorney Steven McClelland is an estate planning, probate, and elder law attorney in central Arkansas. He is currently one of four Certified Elder Law Attorneys (CELA) in the state. He owns McClelland Law Firm, P.A., which focuses on assisting generation to generation estate planning and probate issues. As a guest speaker for the Arkansas Bar Association, national organizations, and local groups, he provides first-class information to help Arkansans make better choice to set their families up for success. In his free time, he is a husband, girl dad, and private pilot.
Highlights
- Recommended for those entering retirement years and wanting to future-proof their estate plan.
- Learn how to align your estate plan with your retirement goals for long-term financial security.
- Understand the role of wills, trusts, and beneficiary designations in preserving your legacy during retirement.
- Gain strategies for managing income streams, healthcare decisions, and incapacity planning.
- Explore how to minimize taxes and ensure smooth asset transfer to loved ones during and after retirement.
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