Retirement Planning

 Retirement Planning *

5@55: The Five Essential Documents you need by Age 55

  • Health Care Proxy                                           
  • Living Will
  • Power of Attorney
  • Last Will and Testament-Living Trust
  • Location of Key Documents, Accounts and Online Accounts For more information contact: Grimaldi & Yeung LLP | (718) 238-6960, 9201 Fourth Avenue, 6th Floor, Brooklyn, NY 11209, 546 Fifth Avenue, 6th Floor, New York, NY 10036

* Information is offered as a guide, not an endorsement or guarantee. Contact agency, see website, or speak with an advisor for the most complete and current information.         

Retirement Planning/ 11/2020/js/rk