Planning Concerns - What Are Your Concerns?
PLANNING CONCERNS
Are you satisfied with your current strategy? Are your plans up-to-date, or do they need to be changed. Use the list below to identify your potential financial needs.
WHAT ARE YOUR CONCERNS?
ESTATE PLANNING
Wills/Durable Power of Attorney
Health Care Directives/Living Will
Revocable Living Trust/Irrevocable Trust
Lifetime Gifting/Family Gifts
Wealth Transfer Strategies
Family Limited Partnerships
Limited Liability Companies
Qualified Personal Residence Trust
Charitable Gifts/Charitable Trust
Charitable Remainder Annuity Trust
Charitable Remainder Unit Trust
Charitable Lead Trust
Donor Advisor Trust
Pooled Income Trust
Other Charitable Trust Options
RETIREMENT PLANNING
Emergency Funds/Short Term Savings
Wealth Accumulation Strategies
Investments
Pension/Retirement/401(k)Plans
Individual Retirement Plans (IRAs)
Tax Deferred Annuities
Social Security
Medicare/Medicaid Options
Required Minimum Distributions:
Qualified Retirement Plans
Individual Retirement Accounts (IRAs)
INCOME PROTECTION
Disability
Income Protection Strategies
Asset Protection Strategies
Creditor Protection
Income Tax Planning Strategies
Home Health Care
Assisted Living/Alternate Community Care
Nursing Home Care
Medicare/Medicaid Planning
ASSISTING PARENTS/CHILDREN
Income/Savings/Insurance Strategies
Education/College Funding Strategies
Income Tax Planning
Living Expenses
Divorce/Remarriage Issues
Special Needs Trust
Recreational/Leisure Volunteer Activities
Alzheimer/Dementia Issues
Death/Dying Funeral Concerns