Clients Near Retirement Should Meet with Estate Lawyers

When is the last time you made sure your retirement plan and your estate plan are aligned and ready to work together? If it’s been a while, you might need to meet with an estate planning attorney.

Many individuals who are at or near retirement enjoyed decades of rising and relatively stable markets, with increasing confidence in their future returns and low inflation. However, those above age 55 are now seeing lower returns, skyrocketing inflation, higher anxiety over their finances and market volatility. This has become one of the most important challenges for this entire generation and highlights the importance of consulting and working with an experienced and knowledgeable financial team of professionals.

Financial professionals can help you adapt and understand the various ways in which your returns may be impacted so that you feel confident. A recent study completed by Investment News Network found that services clients are willing to pay for, in order of priority interests, include investment management, estate planning, tax planning, tax preparation, comprehensive financial plan development, retirement planning, trust services and more.

If you have not yet had the opportunity to work with an experienced and dedicated lawyer about your next steps regarding your estate plan, now is an ideal time to revisit these important issues. Set aside a time to meet with your qualified team of financial professionals to discuss where you’ve been, where you want to go and how you may need to adapt your current plan to help ensure that those two goals align.

Talk to our Pasadena area estate planning law firm for more information about protecting your interests.






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