Retirement is not just a phase. It’s a new chapter that requires thoughtful preparation and planning. As you approach this significant milestone, it’s crucial to consider the legal and financial documents that will support your goals. And if you are already semi-retired or fully retired, then you can look at this as a checklist of things that you should think about putting in place.

Here’s a guide to the essential documents and decisions that will help you navigate the retirement years with more peace of mind and confidence. This is not legal advice but rather a guide fo…