Pre-Retirement Planning

Changes in life stages bring about a need to reevaluate the goals we have for ourselves and our families. During the time before retirement, we think about how our post retirement time will unfold, and how we can make sure we have security in a new stage of our lives. Pre-retirement is a good time to start educating yourself on how to create a plan that protects your hard earned assets once you retire.

During pre-retirement you are concerned about continuing to accumulate wealth, but are also thinking about how you can preserve that wealth for you and for you and the people you love. This is the perfect time to start meeting with an expert to help you map out your goals. You need the support of an expert who understands asset protection, and who can help you create the right plan tailored to your specific needs.

The complexities of the laws are very challenging to navigate. You need a lawyer who is trained in estate planning to be your guide and help you select the best path for you and your family. There can be some hesitation in planning for the later stages in life, but wouldn’t it be better to be comfortable in knowing you can relax in your retirement because you have set yourself up for success? With over 30 years of expertise, we have navigated all of the tough situations and can help you avoid mistakes. We are here for you, to help you create the future you’ve been working towards your whole life.

"Debbie addressed our complex will and estate planning needs as if they were her own, ensuring that our wishes were clearly incorporated into all documents. We truly appreciate the firm’s professionalism, legal knowledge and undivided attention to the unique requirements of each client. It is a pleasure dealing with Debbie and the entire staff, putting our minds at ease regarding some of the most important facets of our lives."


Frequently Asked Questions About Life in Retirement

Is there a right time to start pre-retirement planning?

Ideally you want to start thinking about the planning stages in your early 50s, but anyone from the age of 50 to 65 would fall into this category.

How do I ensure that my assets will be protected from the government and other predators?

You can ensure your assets are protected by setting up trusts, which can be easily done when you have a knowledgeable expert to guide you in the process.


I want to make sure my spouse is provided for but also that my children receive assets, how do I do that?

We can create a trust for your spouse to pay income for life, and have the ability to spend principal for health and support, but the assets remaining at the time of your spouse’s death will go to your children.

I don’t understand all these different type of legal documents or what I need.

You shouldn’t have to! This is why you need an expert who is willing to take the time to look closely at all areas of your life, to help you understand what will best serve your needs. It is important to us to take the time needed to understand our client’s needs and recommend the legal tools that will serve those needs. We take the time to explain all of our plans extensively so you have the peace of mind of knowing exactly what measures we are putting into place.

Take the first step to secure your retirement today!

It’s never too early to start planning for retirement. We want to help you secure your future, and confidently enjoy your retirement. It’s time for you to have the break you deserve, so make sure that you do not have to worry about what might happen if you became ill and needed long term care, or what would happen to those who depend on you financially if you suddenly passed away. Start your pre-retirement planning today!