Both Simultaneously
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Combining Debt Planning and Retirement Planning презентация
Содержание
- 1. Combining Debt Planning and Retirement Planning
- 2. Retirement means many things to many people
- 3. Retirement means many things to many people
- 4. Most of us can relate to writing
- 5. YOUR ESTATE PLANNING LAWYER AND FINANCIAL ADVISOR
- 6. By teaming with your estate planning lawyer
- 7. Whether you’re a year from retirement or
- 8. YOUR VISIONS: GOALS AND DREAMS
- 9. Making the best decisions as you prepare
- 10. From which family members you wish to
- 11. Remember to:
- 12. Remember to: Complete a “wellness check” of your assets:
- 13. Investments Savings Retirement plans Real estate
- 14. Life insurance Annuities Businesses Other Personal Assets, etc.
- 15. Don’t underestimate the role of your relationships:
- 16. Don’t underestimate the role of your
- 17. Organize those crucial documents:
- 18. Your will, any trusts you have
- 19. Realistically calculate your needs in retirement:
- 20. Consider your complete financial security during
- 21. Define long-term goals:
- 22. Providing for your spouse, children, grandchildren, charitable donations, etc Define long-term goals:
- 23. PAST ACTIONS AND TODAY’S BENEFITS
- 24. Have you been building your nest egg?
- 25. Your estate planning lawyer can discuss the
- 26. It’s important to go over any trusts
- 27. By looking at the “total picture”,
- 28. SPECIAL NEEDS TRUSTS
- 29. Not every family has a need for
- 30. Special needs trusts are designed to cover costs that government funds don’t
- 31. They provide money for additional medical services
- 32. They may cover: Housing Food Vacations Computers Vehicles, and more
- 33. These trusts cover what many describe as “quality of life enhancing expenses”
- 34. DURABLE POWER OF ATTORNEY
- 35. The durable power of attorney plays an important role
- 36. It allows you to decide who will
- 37. REVOCABLE LIVING TRUSTS
- 38. This legal document allows you to name
- 39. There are three people involved in a trust with these dynamics
- 40. You, who fills the role
- 41. Many clients ask why a trust like this is necessary if they’re still living
- 42. The most often cited reason is that it allows the client to avoid probate
- 43. As long as you remain the grantor,
- 44. These are just a few of the
- 45. You will still report income on your personal tax returns
- 46. Be sure to explore all of your
- 47. LEARN MORE ABOUT PREPARING FOR RETIREMENT IN ESSEX JUNCTION VERMONT
- 48. Click to visit: www.UnsworthLaw.net
Retirement means many things to many people
Слайд 3Retirement means many things to many people The most common denominator is
the freedom of no longer having to worry about making ends meet
Слайд 4Most of us can relate to writing those checks each month
and thinking to ourselves, “This will be worth it one day when I’m retired and enjoying today’s sacrifices”
Слайд 6By teaming with your estate planning lawyer and a financial advisor,
if you choose to have one, your team will have the shared goal of making sure your debt free retirement comes full circle
Слайд 7Whether you’re a year from retirement or your co-workers are planning
for your retirement party next week, it’s never too late
Слайд 9Making the best decisions as you prepare to step into retirement
means no worries a year from now
Слайд 10From which family members you wish to include in your will
to how your IRA and other assets affect your loved ones, never underestimate their importance
Слайд 16
Don’t underestimate the role of your relationships:
Your estate planning attorney, financial
advisor and CPA come together to create a formidable team dedicated to your successful retirement
Слайд 18
Your will, any trusts you have in place, beneficiary designations, life
insurance policies, etc
Organize those crucial documents:
Слайд 20
Consider your complete financial security during your retirement years
Realistically calculate your
needs in retirement:
Слайд 22
Providing for your spouse, children, grandchildren, charitable donations, etc
Define long-term goals:
Слайд 25Your estate planning lawyer can discuss the choices you made years
ago in preparation for today’s retirement
Слайд 26It’s important to go over any trusts you put in place,
review your charitable gift strategies and what was included in your will when you wrote it
Слайд 29Not every family has a need for special needs trusts, but
if you do, these are what allow disabled beneficiaries to receive various funds (think lawsuit settlements and gifts) without compromising their eligibility for government programs
Слайд 31They provide money for additional medical services that might not be
necessary for life, but that can improve one’s quality of life
Слайд 36It allows you to decide who will carry out your financial
decisions and affairs should you become incapacitated
Слайд 38This legal document allows you to name someone to manage your
property while you’re still living
Слайд 40
You, who fills the role
as the creator of the trust,
The Trustee, named by you to manage the assets according to your stipulations and
Your Beneficiaries, who receive the assets in the trust as part of their inheritance
Слайд 43As long as you remain the grantor, you maintain control of
your assets in that trust and with no tax consequences
Слайд 44These are just a few of the many important estate planning
documents that you should consider as you prepare for retirement
Слайд 46Be sure to explore all of your options with your estate
planning lawyer, who will ensure that you have these documents, if they’re needed, along with anything else that will allow you to move comfortably into this next exciting phase of your life
