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Threshold Planning Solutions

Threshold Planning Solutions. Wills with Guardianship Provisions Testamentar y Trusts Lif e Insurance 529 College Savings Plans Health Care Powers of Attorney. Choosin g a Guardian. Age consistent with yours Shar e you r mora l values Willing to take on this responsibility

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Threshold Planning Solutions

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  1. ThresholdPlanningSolutions • Wills with Guardianship Provisions • TestamentaryTrusts • LifeInsurance • 529CollegeSavingsPlans • HealthCarePowersofAttorney

  2. ChoosingaGuardian • Age consistent with yours • Shareyourmoralvalues • Willing to take on this responsibility • MAKESURE YOU TELL THEM • Providefinancialresources

  3. WillswithTestamentary TrustProvisions • More than “Hugs & Kisses” • Appoint Your Guardians • Fundwithlifeinsurance • Trust determines how and when yourfundsaredistributed • Consider separate trustees?

  4. 529CollegePlans • Tax consequences similar to Roth IRA’s • No upfront deduction • Taxfreeearnings • Notaxuponwithdrawal! • No age or income limits • Anyonecancontribute

  5. 529CollegePlans,Cont’d • Can contribute up to $330,690 • Can transfer to other children • RICollegeBoundfunds • www.529solutions.com • www.independent529plan.org

  6. Life Insurance& Health CarePOA’s • Lifeinsurancesufficienttopaydebts • Life insurance to fund trustfor minors • Health care power of attorney

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