* Are you looking forward to retirement with anticipation?
* Have you estimated your financial requirements in retirement?
* Do you have a financial plan showing how retirement will be financed?
* Have you developed an agreement for retiring manager(s) and successor(s) about the extent of involvement?
* Is there an agreement about where family members will live?
* Are there ideas about what activities will absorb the retiring generation’s creative energies?
* Have you documented your financial assets; your liabilities; personal property?
* Have you considered what will happen if something goes wrong? Do you have a contingency plan?
FOR ANSWERS:
to these questions and much more see our recent newsletter and online module covering: How Do You Plan For The Cost of Succession? at AGLEGACY.org
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