Nearing retirement age presents different challenges. During this Phase of Life, we counsel retiring adults to prepare and plan for future needs associated with aging issues. This includes advice regarding:
- Revocable Trusts;
- Disability/Incapacity Planning;
- Probate Avoidance;
- Retirement Plan Distributions;
- Retirement and Life Insurance Beneficiaries;
- Health Care Issues; and
- Assisted Living and Nursing Home Considerations.
