UsefulLinks
Business and Management
Finance and Accounting
Personal Finance
Retirement Planning
1. Foundations of Retirement Planning
2. Assessing Your Current Financial Position
3. Defining Retirement Goals
4. Retirement Savings Vehicles
5. Investment Strategy for Retirement
6. Sources of Retirement Income
7. Risk Management in Retirement
8. Pre-Retirement Transition Planning
9. Retirement Income Management
10. Estate Planning Integration
11. Professional Advisory Services
10.
Estate Planning Integration
10.1.
Essential Estate Planning Documents
10.1.1.
Last Will and Testament
10.1.2.
Revocable Living Trust
10.1.3.
Irrevocable Trusts
10.1.4.
Trust Administration
10.2.
Beneficiary Designations
10.2.1.
Primary Beneficiaries
10.2.2.
Contingent Beneficiaries
10.2.3.
Per Stirpes vs. Per Capita
10.2.4.
Regular Updates
10.3.
Power of Attorney Documents
10.3.1.
Financial Power of Attorney
10.3.2.
Healthcare Power of Attorney
10.3.3.
HIPAA Authorizations
10.3.4.
Advance Directives
10.4.
Wealth Transfer Strategies
10.4.1.
Annual Gift Exclusions
10.4.2.
Lifetime Gift Exemptions
10.4.3.
Generation-Skipping Transfers
10.4.4.
Charitable Giving
10.5.
Estate Tax Planning
10.5.1.
Federal Estate Tax
10.5.2.
State Estate Taxes
10.5.3.
Tax Minimization Strategies
10.5.4.
Liquidity Planning
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11. Professional Advisory Services