(DALLAS-FT. WORTH — DFW Retirement Planners News) Is retirement on your radar? Don’t forget to take a serious look at your personal will and estate plan. According to Britni Levensailor, VP at DFW Retirement Planners, estate plans are on of the most overlooked areas of life in retirement.” Levensailor talked about this issue recently on her radio program, DFW Retirement Radio on 820 WBAP Radio.
“Nobody wants to think about the end of life,” Levensailor says, “but if you don’t plan for it, things can end badly not only for you but for the important people in your life. At DFW Retirement Planners we make getting updated wills and estate plans so easy because we have an in-house attorney that specializes in this area.” Levensailor is referring to Alan Maples, estate planning attorney at the firm. He is available to clients of the firm.”
Maples says clients in North Texas appreciate the one-stop nature of DFW Retirement Planners. He said, “One of the reasons that wills and estate plans get put off is the time required to find and engage a professional to get this done. At DFW Retirement Planners I’m right there in the office so our clients get easy access to these services.”
Levensailor added that anyone in a blended family needs to get an updated will and estate plan. She said, “You can’t assume that your assets will automatically go to the people you think they should go to. Blended families create some rather surprising potential unintended consequences if a proper will or estate plan is not present.”
A consultation with attorney Alan Maples is included in DFW Retirement Planners‘ complimentary initial consultation. Maples is part of a strategic partner team that gives clients the ability to handle their entire lives in retirement with one firm. The team includes professionals who can assist you in tax planning, Social Security, Medicare and even selling a business. Levensailor said, “It’s taken us over a decade to assemble this team of people that really know their respective areas of expertise, and we’re excited to offer this service to our clients.”