Retirement Planning

Retirement planning is addressed hopefully long before an individual actually attains the age when they want to retire.  This is often times done in conjunction with both an attorney and the individual’s tax and/or financial planner.  It takes into account the legal and economic objectives of the upcoming retiree as well as addresses potential family concerns including the following: IMG_1391

  • Creating or updating estate planning documents
  • Anticipating and budgeting retirement living expenses and goals
  • Addressing heirs, beneficiary and dependent children concerns
  • Reviewing retirement account beneficiaries
  • Considering long term care costs