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 What’s your plan for your estate after you pass away? Do you have a will or trust? Have you discussed your goals with your children or other heirs? Or do you lack any estate planning documents?
If you haven’t yet planned your estate, you’re not alone. Nearly 60 percent of Americans lack a will, one of the most basic elements of any estate plan. ¹ A will is a simple and affordable document that lists who should receive which assets in your estate after you pass away.
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 Planning your retirement strategy? Wondering where your income will come from in retirement? It’s likely that Social Security will be part of the mix. More than 90% of Americans age 65 and older receive Social Security benefits. In fact, for 48% of married elderly couples and 69% of unmarried seniors, Social Security represents more than half their income.¹
The average retiree receives $1,461 per month from Social Security.¹ While that’s a significant amount, it’s likely not enough to support a full retirement. If you’re like many retirees, you’ll need income from sources besides Social Security. |
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September 2020
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Marshall Life and Financial Solutions, Inc.1040 Nevada Street, Suite 307
Redlands, CA 92374 Ph. (877) 960-1353 Fx. (909) 363-9124 Em. [email protected]
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