Test Your Knowledge about Planning for Family Involvement
How much do you know about the role family members play in the success of your retirement plan?
Take this short quiz and find out.
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Question 1 of 3
1. Question
It’s okay to assume that your family understands and accept the role you expect them to play in your life during your retirement years. There’s no need to talk about it.
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Question 2 of 3
2. Question
When you meet with your family to discuss your retirement plans, it’s a good idea to read your Last Will and Testament aloud to the whole family and disclose the amounts you intend each heir to receive.
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Question 3 of 3
3. Question
What are the most important considerations when planning a family meeting?
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