If you haven’t thought through the potential challenges, here are a few to get you started:

  • Social Security and pension benefits
  • Healthcare, health needs, and Medicare benefits
  • Past marriages and alimony
  • Children and college financial planning
  • Your estate, your heirs, and your beneficiaries

The original article goes into some depth regarding each of these points. Remember, however, they are complex and intertwined.

When making your financial, tax and estate plans, don’t go it alone. Be sure to engage competent professional counsel.

For more information, please visit my estate planning website.

Philip J. Kavesh
Nationally recognized attorney helping clients with customized estate planning guidance for over 40 years.
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