help getting ready for retirement and writing our wills
I'm hoping to get our financial and legal plans in order. We could use guidance in two areas. My husband is thinking of retiring. He's had a career in public education has a pension with CalSTRS and some years with the UC system. These two systems talk to each other but I'm not sure exactly how things work. I'd like to find a fee-based financial advisor that could help us plan for retirement, especially someone that knows about these retirement plans.
I also want to update our wills and see about making a trust. Awhile ago someone posted here about a one day class on these topics offered in Berkeley, possibly through Berkeley Extension or another school. I've searched in past posts and through the offerings at Berkeley Extension but can't find anything to jog my memory. Does this sound familiar to anyone?