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Dust off your Estate Plan for Retirement

It’s no secret that most everyone looks forward to retirement. More time with family, a chance to pick up a new hobby, and the opportunity to travel to all those destinations you’ve been dreaming about. A fruitful retirement is decades in the making – and you need an estate plan that protects what you’ve spent years building. 

Many people come to our office with an estate plan they created when their children were minors. But life has changed, and you have different priorities and concerns now that you’re reaching retirement and your children have grown up. Estate planning is so much more than “who gets your stuff when you’re gone,” and as this new stage of life comes around, there are new things to consider when you’re planning for your family’s future. 

Now, you want to know:

  • How can I give to kids, grandkids, and charities? 
  • What can I do to reduce tax burdens associated with gifting property, retirement accounts, or other valuable assets?
  • Who will look out for me if I’m incapacitated, or diagnosed with something that impacts my decision-making abilities?
  • What happens to my business interests upon my death or incapacity?

A complete estate plan supports you in every unique circumstance. If you have an existing estate plan, but you’re not sure if it checks all the boxes, bring it in to Alles Law for a free audit, regardless of who created it. We’ll sit down with you to determine what needs to be updated or changed so you can go into retirement with the confidence that you’re protected for whatever happens in life.

Complete our Retirement Considerations Word Search to see what important considerations can be addressed with a personal estate plan. 

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Here’s a story that many of us are familiar with: A widow dies with $100,000, one property, and no will. Her adult son and daughter simply want to go to the probate court and say “here are the assets, we are the only heirs. Can’t we agree to split everything between the two of us?”…

Alles Law

So I’ve Saved for Retirement. Now What?

Ahhh, retirement. The sunshine on your face, the slow mornings, the ample time to explore the places you always wanted to. You dreamt of this leisurely life for 40 years, and now you’re living it. But what if all this peace and quiet was swept away just because you didn’t plan correctly? What do you…

Alles Law

The Big Hollywood “Getting My Affairs in Order” Moment

A fight scene. An escape from the country. A car chase. A risky scientific breakthrough. These are usually the high stakes moments in your favorite movies when the main character finally decides to “get their affairs in order.” It’s always something big, and there’s always a time crunch. You might see them call up their…

Alles Law
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