This is part 2 of our 3 part series on Estate Planning for airline pilots nearing the end of their career. Today’s conversation is about the specific documents you need before you retire.

Kevin and Charlie outline the documents attorneys recommend and where to get them. They discuss:

✓ Durable Power of Attorney
✓ Last Will & Testament
✓ Living Will
✓ Be Sure to Review Your Beneficiaries

If you work for the airlines there is a good chance your employer may offer estate planning services and can prepare these documents for a reduced payment or maybe even free!

Even though you can pick up a template at your local office supply store, we highly recommend that you hire a professional to prepare your forms. We recognize that it can be costly but the ultimate goal is to be sure the documents are good enough to hold up in court in order to streamline the process for your family and to eliminate even more costly legal expenses later on.

We are happy to help , give us a call, 865-240-2292

Other Videos in the Estate Planning for Pilots Series:
Video 1: Wills & Trusts
Video 3: Communication with Loved Ones


Please remember that past performance may not be indicative of future results. Different types of investments involve varying degrees of risk and there can be no assurance that the future performance of any specific investment, investment strategy, or product made reference to directly or indirectly in this video will be profitable, equal any corresponding indicated historical performance level(s), or be suitable for your portfolio. Moreover, you should not assume that any information or any corresponding discussions serves as the receipt of, or as a substitute for, personalized investment advice from Leading Edge Financial Planning personnel. The opinions expressed are those of Leading Edge Financial Planning as of 09/01/2020 and are subject to change at any time due to the changes in market or economic conditions.

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