Including Pets in Your Estate Plan: 5 Key Considerations

For many retirees, pets are cherished family members. But what happens to them if something unexpected happens to you? In this episode, we explore five key considerations for including your pets in your estate plan—from naming a caregiver to establishing a pet trust.

Whether you have a low-maintenance dog or a long-living tortoise, these insights will help you plan wisely and leave a legacy of care and clarity.

This content was provided by Retirement Planning Services. We are located in Knoxville, TN. You can learn more about us, or schedule an insight call by visiting our website at https://www.seriousretirement.com.

Timestamps:

0:00 - Intro
0:48 - Pets and your estate plan
3:03 - Naming a future care giver
4:45 - Creating a pet trust
9:10 - Higher-Maintenance Pets
10:42 - How estate plans reflect your legacy
12:04 - Summary & Disclosure

Advisory services offered through Retirement Planning Services, LLC.

The information in this recording is intended for general educational and informational purposes only, and should not be construed as investment advisory, financial planning, legal, tax, or other professional advice based on your specific situation. Please consult with your professional advisor(s) before taking any action based on its contents.