Discover the tips and strategies that will help you achieve your retirement goals.

I'm your host, James Canole, and this is the podcast dedicated to helping you retire well.

It all starts right here on Ready for Retirement. for retirement.

Hi, everyone, and welcome back to another episode of Ready for Retirement.

I'm your host James Knoll.

And today is the fourth out of four episodes out of our financial tune-up series.

We started four weeks ago talking about how do you review your 2020-20 tax return to make sure your tax is in order. We then spoke about investments, how to make

sure your investments are properly allocated given any potential changes over the past year plus.

Last week we talked about insurance, how to make sure that you have the appropriate insurance

coverage when it comes to health, life, long-term care, and disability insurance. And today we're going to talk

about the issues you should look at when reviewing your state planning documents. And the reason

for all this, the reason for this little mini-series is because of the change, because of the

disruption, because of just so much different things happening over the past year plus, this is a great time to review our financial house.

Make sure everything's in order.

And today is going to complete our mini series.

Now, when it comes to estate planning, there can be a lot of details.

It can get very complicated.

And there's estate planning when you are looking at estates in excess of a certain threshold,

a certain size. And there's really a state planning that everyone should be looking at.

What we're going to focus on today is fairly high level estate planning items that everyone should be

looking at. Not only if you have a 30 million plus estate, but whoever you are, if you have family,

if you have children, if you have children, if you have property,

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