Estate Planning

Retirement and Estate planning are closely related, but not the same, and the differences between them are important. Retirement planning refers to when you will leave the work force. Estate planning covers the time that you either become incapacitated or die. All retirement plans should include a comprehensive estate plan.

When planning for retirement,you are determining how you will support yourself without income from a job. This includes where you will live, and how healthcare and other needs will be met. Consider how close you would like to be to family,if you will need to downsize or alter your living arrangements, and how you will spend the free time that retirement affords.Will you travel more? Volunteer? Start new hobbies? Thinking about these things now makes the transition much smoother.

Estate planning determines how you would like your assets distributed and who will be responsible for doing so. It covers your final health directive, and what type of medical care you would like if and when you are unable to make decisions. Who will carry out your wishes, how you will resolve any debt and how you would like your assets to be distributed? For many, it's just a notarized will and funeral insurance.

Plan confidently with a qualified advisor who will develop the most comprehensive, customized plan for you. We work with a team of professionals to assist in structuring your estate plan so that everything works together beautifully, but only an attorney can finalize a legally binding trust.We have a network of highly qualified,outstanding local attorneys ready to help.