Retirement

You have worked hard to get to this season, so protect the life you’ve built with an estate plan that addresses your needs. We can help you decide the best strategies for giving to kids and grandkids, reducing tax burdens, and prioritizing your personal estate planning goals.

Retirement is an exciting time and full of changes. You’ve worked hard to get to this season, so protect the life you’ve built with an estate plan that addresses your needs!

We can help you with the following:

• Giving to kids, grandkids, charities, and organizations after you’ve gone.

• Protecting what you’ve earned from the high (and rising!) costs of assisted living and long-term care.

• Avoiding or reducing tax burdens associated with giving real property, qualified money (like retirement accounts), and other valuable assets.

• We understand that every person’s retirement situation is unique. We’ll get to know you and your priorities personally so that together we can make an estate plan you understand and feel confident about.