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Financial and retirement accounts (stocks, bonds. etc). Artwork, jewelry, collectibles.

MedicaidPlanning #HoustonEstatePlanning #HoustonElderLaw #MedicaidPlanningLawyer #MedicaidNursingHomePlanning #RetirementPlanning

With some exceptions, such as trusts, life insurance payments, retirement plans, and a few other things The majority of the assets left behind—houses, vehicles, money, personal property, retirement accounts

Whether married or not, many younger women have careers and would benefit from retirement planning in Looking to retire young, to pay for your kids’ college, or to travel the world? 

It is also equally important that your parents review any retirement account information, insurance policies

second greatest concern, according to the MarketWatch article, “What to know about Alzheimer’s and retirement This means it’s critical to properly plan for your retirement years early in case you or a loved one $173,400 Heart disease: $175,100 Dementia: $278,000 These potential medical expenses must be considered in retirement Reference: MarketWatch (July 7, 2016) “What to know about Alzheimer’s and retirement planning” #EstatePlanningLawyer #EndofLifeCare #Medicaid #Medicare #RetirementPlanning

beneficiaries is a very important part of the proper handling of many documents—like life insurance, retirement Retirement accounts—like IRA accounts, 401(k)s, and 403(b)s—require up-to-date beneficiary designations With retirement accounts, typically the best primary beneficiary will be your spouse and the secondary Also, a living person is generally the right designation for a beneficiary of a retirement account, but a qualified charity could be a beneficiary of a retirement account.

However, there’s still plenty of time to boost retirement security. If you need to get going, torque up your efforts to be on top when you retire. Kiplinger’s recent article, “7 Savvy Retirement Steps for Generation X,” has some strategies to get you If you don’t already have a Roth IRA account, consider adding one for tax-free income in retirement. Reference: Kiplinger’s (June 2016) “7 Savvy Retirement Steps for Generation X” #AssetProtection #IRAs

Your Trust Options Depending on your retirement plan and other existing accounts, different types of

joint owner with right of survivorship A beneficiary is already designated on a life insurance or a retirement

wiser investment strategies, knowing when it’s best to claim Social Security and developing sustainable retirement The beneficiary designations on your retirement and brokerage accounts, and the life insurance policies

Kiplinger’s recent article, “Rolling over Retirement Savings to a Health Savings Account,” advises that tax-free rollover into an HSA (health savings account) from an IRA—but not from a 401(k), 457, or other retirement Reference: Kiplinger’s (April 20, 2016) “Rolling over Retirement Savings to a Health Savings Account”