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.

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