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These goals will determine what planning strategies you’ll need for your circumstances. Consider what estate planning elements you need. A will? For sure, but there may be other items you need, such as a trust if you have a lot of assets that may Speak with an experienced estate planning attorney to find out about specific strategies that may be

Will you need the money soon after you retire? If you don’t need to use it until you’re 75, 80, or even 90, that’s OK.

Typically, it’s wisest to establish the 529 plan in the grandparent’s own name so it won’t impact need-based You also need to be cautious when making 529 distributions. In the college-planning process, first determine if your child qualifies for need-based aid at the schools Reference: Nerd Wallet (February 9, 2016) “Grandparents and College Planning — the Right Way” #529EducationalSavingsAccount

active and non-active roles for each family member, and the additional support from family members needed

in the door to sell you annuities or insurance products later on that might not be suitable for your needs long-term annuities may lock up your money for more than ten years, subjecting you to penalties if you need

priority, and you should understand your investment timeline and plan for when funds might or will be needed This will only result in confusion and possibly leave you without the benefits you need.

However, a large amount needs to be paid out of pocket by the family.

Kira told the judge that she did not object to the settlement but needed more information than what has Kerkorian’s) health was failing, that he was dependent on the persons surrounding him for his daily living needs

These goals will determine what planning strategies you’ll need for your circumstances. Consider what estate planning elements you need. A will? For sure, but there may be other items you need, such as a trust if you have a lot of assets that may Speak with an experienced estate planning attorney to find out about specific strategies that may be

Those who choose to store their own documents need to make certain that their spouse, other family members discussions to understand how the estate is set up and where important information can be found if needed

This year you need to have a health insurance policy with a deductible of at least $1,300 for individual

You hope you never ever need it. However, if you do, then it’s in the drawer. Mr. married, and after what he experienced himself in succession planning, they’ve learned that they really need Reference: Ag Web (December 30, 2015) “Do Farm Kids Need a Prenup?”