Survivor Checklist Free for the asking

Survivor checklist

Recently a dear friend’s father passed away.  I emailed him our Survivor checklist.  He shared with me that this was an invaluable tool.  There were items on the list he and his family had not considered.

The survivor checklist explains what to do immediately, within 30 days, 60 days and 180 days.

Please fill out the form below and we will email you our Survivor checklist at no cost to you.

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We do request a phone number, relax though, nobody will call you unless you request support with something.  That’s our promise – respect your desires.

We trust you will find this useful and of value.  If you do, consider having us create a Family Estate Organizer for you.

 

Retirement questions you must answer

Retirement questions you must answer or collect the answers.  If you have not addressed these and other key questions – when will you?

Retirement – Financial issues as retirement draws near

  • Do I have enough to retire?
  • How long will my money last?
  • Should I roll over my 401(k)?
  • Which is best? Ordinary or Roth?
  • Should I consolidate my retirement plans?
  • What are my 401(k) distribution options?
  • Required Minimum Distributions (RMDs)
  • What asset to spend 1st, keep to last?

Estate planning

  • Are my beneficiary designations correct?
  • Should I stretch my IRA?
  • Have I told my survivors my wishes?
  • Do I know what I need to know about estate and inheritance taxes?
  • Is my current plan maximizing my tax deductions to my heirs?
  • Should I set up a trust?
  • What should I do with my home at my death?
  • What is IRD?
  • Am I effectively managing my estate?
  • How can I give my money away, have enough retirement income, and still pass my assets to my children/grandchildren?
  • How do I spend the assets I have left efficiently?

Retirement questions you must answer

Clearly we have touched on an important topic.  These are simply a few questions to ask and answer.