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Succession Plan You may think estate planning is for people who have more assets than you, but as these five points

At that point, you can use the money in the HSA tax-free for medical expenses in any year. Here’s the big point to keep in mind: you can make a tax-free rollover from an IRA to an HSA only once

Before someone reaches the point where total personal care is required for his or her activities of daily

Cincinnati.com’s May 27, 2016 post, “Getting started is the first step in estate planning,” points out

This should be the starting point in determining how much of your portfolio and funds should be at risk

At that point, the provider names the surrogate and that person is recorded in the patient’s medical

Reference: The Motley Fool (April 17, 2016) “8-Point Checklist for Choosing a Retirement Plan” #AssetProtection

Remember, if you designated a beneficiary when you first joined the service and haven’t changed it since

The lawsuit also alleges that their father’s second wife—and former secretary—joined forces with two

However, as Kiplinger’s Retirement Report points out in “Old Trusts Create Tax Issues for Heirs,” estate

Kasem said she would be interested in joining forces with Falk or others for guardianship reform legislation

The Des Moines Register’s article, “How to assist your aging parents with their finances,” points out