Planning Today is intended to be an educational resource offering AAMIB members simple, useful and practical tips on Estate and Financial Planning and addressing areas of potential concern. 

Below is a series of estate, retirement and financial topics that are, or shortly will be, available.  These topics will be updated on a regular basis and added to each month.  Please check them out regularly.

Please note that these topics are designed for US supporters of the Museum and may or may not apply elsewhere.

All topics are available as .pdf files (Acrobat Reader required)

Wills & Estate Planning

7 Important Reasons to Have a Will
When to Update Your Will
Avoid These Common Mistakes
Estate Planning Checklist
Getting Your Final Affairs in Order
Understanding Probate
Understanding Trusts
Planning Your Funeral

Beneficiary Designations

What You Need to Know About Beneficiary Designations
Discuss Your Plans with Your Children
Leaving Money to Grandchildren
Payable-on-Death Arrangements

Legal Matters

Getting Legal Advice
Durable Power of Attorney

Retirement

Financial Planning in Retirement
Life Insurance in Retirement
Managing Your 401k in Retirement
Managing Your IRA in Retirement
Your Home in Retirement
Avoiding Fraud

Medical Issues

Managing Your Medicare Coverage
Understanding Advance Directives & Living Wills
Understanding Long Term Care
Health Care Surrogate

Financial Matters

US Savings Bonds
Federal Estate Taxes
Reverse Mortgages
Diversification & Asset Allocation
Understanding Annuities
Year End Tax Planning

Disclaimer
Please note that these topics are designed for US supporters of the Museum and may or may not apply elsewhere. The information is provided by The American Air Museum Legacy Society and is not endorsed, sponsored or otherwise approved of by the Imperial War Museum.