Smart Retirement Planning

 Answer “yes” or “no” to these retirement planning questions.  Any “no” answer is a smart retirement planning step you should consider:

• I have reviewed my retirement account and determined the best payout options. 
• I have evaluated my health insurance options and estimated my potential health care costs.
• I have researched long-term care insurance.
• I have reviewed my Social Security records for accuracy.
• I have talked with my tax advisor about required minimum distributions from my retirement accounts.
• I have confirmed and/or updated my Learn about beneficiary designations information.
• I have appointed a health care proxy and designated a Learn more about power of attorney to handle legal, medical or financial affairs if I am unable to do so.
• I have incorporated my charitable goals into my retirement plan and have considered Make Easterseals one of your beneficiaries.

To include Easterseals as a beneficiary of your will, living trust or by beneficiary designation, please use the following language:
“Easterseals, Inc., a not-for-profit corporation, Tax ID# 36-2171729, with principal offices currently located at 141 W. Jackson Blvd Suite, 1400A , Chicago, IL 60604.”

To learn more about a specific type of charitable gift or to discuss options that make the most sense for you, contact our Gift Planning Staff at 1(800)221-6827 ext. 7240 or at giftplanning@easterseals.com