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Heading Into Retirement

Estate Planning Before Your Retirement

Your estate plan needs to be updated before and after the major milestones in your life—including retirement. This is your time to protect the past and plan for your future. 

You have spent a lifetime building your retirement nest egg and we will handle it with care. Here are some things to consider:

  • When did you last update your 401(k) beneficiaries & IRAs? 
  • Have you started working with a financial planner? 
  • Have you factored in the cost of healthcare as you age? Can you pay the expenses that Medicare doesn’t cover?

We will resolve these issues together. We will include your financial planner to determine how to protect your retirement and ensure it is funded for the rest of your life. Center your future around spending time with family, traveling, and reaping the benefits generated from your years of work and diligent planning. 

Attend one of our free workshops to learn about your options. Then you can meet with Attorney Keenan to discuss your unique situation and how to best plan for your retirement.