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155 items found for "retirement"
- How Often Do You Need to Update Your Estate Planning?
between beneficiaries on your estate plan and specific beneficiary documents, such as life insurance or retirement
- Estate Planning During the Biden Era
Gifting early in your retirement or utilizing life insurance as an estate planning tool may be a good
- Modifying Estate Plans After a Serious Illness
Update Beneficiary Designations When you opened your retirement account or life insurance policy, you
- What Happens When You Die Without A Will In Texas?
This includes making a will, setting up trusts , designating beneficiaries for retirement accounts and
- Estate Planning for 80-Somethings
twenties and working your first job, you might worry only about which beneficiaries to list on your first retirement
- Hedge Your Bets with Long-Term Health Care Planning
Statistics show that almost 50% of all Americans don’t have a retirement savings account. PayingforaNursingHome #MedicaidPlanningLawyer #Medicaid #ElderLawAttorney #Medicare #MedicaidNursingHomePlanning #RetirementPlanning
- Protecting Elders from Danger
Elder law attorneys who are also well-credentialed in estate planning can assist you plan for retirement many people live beyond the age where they can be self-supporting and have not saved enough money to retire
- Younger Generation Expectation of Inheritance No Longer Supported
older generations to supply them with the finances to help support them – especially in their later retirement
- Estate Planning Needs to Happen After a Divorce
Will (if you have one) Life insurance policies Retirement accounts For example, if your ex-spouse remains With your retirement accounts, after a divorce, you may revise your will to say that your 401(k) goes The retirement plan designations take priority over your will. Reference: Forbes (February 26, 2016) “5 Things You Need To Do After Getting A Divorce” #AssetProtection #RetirementAccounts
- Figuring Out What To Do When Your Family Fails To Live Up To Their Promises
All too often grandparents who gladly spend their retirement babysitting their grandchildren with an
- Are My Nursing Home Expenses Covered By Medicaid?
It is possible to handle pensions and retirement income in a way that does not prevent eligibility regarding
- Circle that Day on the Calendar!
Those who are nearly retired should examine their financial plan at least annually, and retirees should on January 1, 2016, you can still use this, which lets you apply just for spousal benefits at full retirement 2015, April 1 is your deadline for taking your first required minimum distributions (RMD) from your retirement If you want to use this and are at full retirement age of 66 or older as of May 1, you must file for benefits based on your earnings record while you postpone your benefit to earn 8% a year in delayed retirement