You need to cover five different bases with your retirement plan. Looking forward to the future and combining your estate planning with your retirement planning goals is well worthwhile. It certainly helps to have a guide or a roadmap to help you get there. There are plenty of people who can assist you, including agents, money managers, estate planners, and brokers. 
And all can help to steer you, as a prospective client, to the lifestyle you intend to have in your later years. There are many different financial professionals out there who can help you get started down the right path with investment advice, but you also need to work your estate planning attorney to discuss how your assets will be protected.
The five key areas you need to focus on for the purposes of retirement and estate planning include income planning, such as inflation, longevity protection, starts with income planning including inflation, longevity protection, a plan for the surviving spouse, expense and income analysis, and Social Security maximization. The second step involves investment planning, which includes your remaining assets that you won’t need to draw from every single month.
This conversation must include volatility control, assessing your tolerance for risk, ways to minimize risk while working towards your goals, institutional money management, and adjusting your portfolio to reduce fees. Other aspects of your estate planning should include tax planning, health care planning, and legacy planning. Scheduling a consultation with an experienced estate planning lawyer is helpful.
