Preparing to Meet with an Attorney?
Meeting with an attorney around your estate planning is nothing to stress over. Here are some things to bring to make the conversation as simple and effective as possible.
Coverage Gaps
You’ll find significant gaps in Medicare coverage. Luckily, there are ways to fill those gaps and reduce your financial risk.
Spouses & Social Security
How do your Social Security benefits work together with your spouse’s Social Security benefits? What about spousal and survivor benefits? Work as a team to get the most out of Social Security.
Passing on Property
Passing on property can get tricky, and there are three types: Real Property, Personal Property, and Accounts. We’ll cover all of them and how to plan for each.
Medicare Parts
Medicare has Part A, B, C, & D. Each covers something different and each works in unique ways.
Social Security & Taxes
Are you taxed on your Social Security income? What taxes do you pay in retirement? How can you avoid high tax brackets during retirement?
Incapacity Planning
What happens if you become incapacitated and cannot make decisions for yourself? Incapacity planning allows you to decide how your finances and health will be managed.
Medicare Timelines
There are a lot of deadlines to worry about. Some have penalties, others don’t. We’ll go through each one and see which applies to you.
Social Security Timelines
Should you take Social Security benefits at age 62 – or wait until later? Learn more about catch-up contributions and other important milestones based on your ages and financial accounts.
Wills vs Trusts
Learn more about the differences between Wills and Trusts to understand which gives you the control you want over your assets.
