Retirement planning is addressed <img class=”size-full wp-image-118 alignright” src=”×300-1.jpg” alt=”” width=”289″ height=”300″ />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:

  • 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