3 min read
Choosing a Retirement Tax Strategy
The Traditional Approach to Tax Planning & Retirement
The traditional approach to taxes and retirement used to be to...
You may have heard the saying "a legacy is what you leave behind." That's so true! You should think about your family and how they'll be affected when planning for an estate plan. Leave a lasting impression by creating strategies that keep loved ones close, allow them to grow into successful adults with their own dreams & goals - all while maintaining stability in tough times
A good way forward could include setting up trusts or even designating someone as guardian so one person can live comfortably but isn't overwhelmed (guardian angel). Your plans will ensure everyone gets along well no matter where life takes us
Who can doctors discuss your medical information with?
If you're incapacitated, who should be able to direct your assets without court approval?
What will happen if you’re unable to make your own medical decisions?
Does your estate plan, medical power of attorney, or trust include the possibility of dementia?
If you have a loved one with special needs, how can you pass assets to them without jeopardizing government benefits?
Does your estate plan include your stepchildren?
Does your estate plan protect your significant other or other family members?
Are the assets in your estate protected from your beneficiaries’ creditors?
This is the time to plan for your future. The earlier you begin, the more your wealth can do for you.
It's never too early to start planning for your future! The earlier you get started, the more opportunities are available and open up in life—and they can do wonders.
Feb 4, 2022 by Niels Buksik
The traditional approach to taxes and retirement used to be to...
Dec 31, 2021 by Niels Buksik
Getting close to retirement age? Tired of going to work every day? You’re not alone. Before you decide to announce your...
Dec 22, 2021 by Niels Buksik
When the ups and downs of stock markets leave you stressed and wondering whether stocks really will help you pursue...
Join our newsletter and you'll be glad that smart money tips and insights are just a click away.