Minimize Financial Burdens – Assemble Your Resource Team

Comprehensive Retirement Planning Series 04 – Create a Financial Plan Minimize Financial Burdens – Assemble Your Resource Team

Create a Financial Plan

Minimize Financial Burdens – Assemble Your Resource Team

In this lesson, you will identify ways to ease the burden for your fiduciaries by creating a team of professionals and additional resources to guide them through the task of managing your affairs.

In this academy

Comprehensive Retirement Planning Series 04 – Create a Financial Plan Minimize Financial Burdens – Assemble Your Resource Team

Pause to Plan

Financial | Assemble Your Resource Team

I plan to minimize burdens on others by doing the following: (Select all that apply)

Acquire a financial planner...and name them in my agent instructions in my Powers of Attorney

Acquire an accountant for taxes...and name them in my agent instructions in my Powers of Attorney

Set up bill pay...and detail my system for my agents

Set up password management...and make the list easily accessible to my agents

Prepay final expenses...and make the forms easily accessible to my agents

Acquire a property manager or handyman...and name them in my agent instructions in my Powers of Attorney

Arrange for a geriatric care manager...and name them in my agent instructions in my Powers of Attorney

Notes regarding my plan to minimize my burden on others:

If you are human, leave this field blank.

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Comprehensive Retirement Planning Series 04 – Create a Financial Plan Minimize Financial Burdens – Assemble Your Resource Team

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Create a Financial Plan

Minimize Financial Burdens – Assemble Your Resource Team

In this academy

Introduction – Financial Plan

Financial Dashboard

Selecting a Financial Planner

Long-Term Care Costs Overview

Paying for Long-Term Care – Private Pay

Paying for Long-Term Care – Hiring Caregivers Directly

Paying for Long-Term Care – Reverse Mortgage

Paying for Long-Term Care – Long-Term Care Insurance

Paying for Long-Term Care – Public Assistance (Medicaid)

Paying for Long-Term Care – Public Assistance (VA)

Paying for Long-Term Care – Tax Considerations

Minimize Financial Burdens – Introduction

Minimize Financial Burdens – Assemble Your Resource Team

Create a Financial Plan – Wrap Up

Professional Financial Resources

Pause to Plan

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