Jump to Navigation
Subscribe to this blog’s feed Are You in Need of Expert Legal Representation? Contact Us For A Consultation. (201) 467-4180

McCurrie McCurrie
& McCurrie, L.L.C.

680 Kearny Avenue
Kearny, NJ 07032-3010
Phone: (201) 467-4180
Fax: (201) 997-9567
Kearny Law Office Map
email firm here

Bold labels are required.

Please note that First AND/OR Last Name, and Email AND/OR Phone are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Retirement planning is more than just IRAs and 401(k)s

When people think about retirement, they think about how much money they have saved, what financial products they might use to invest some of their money, and what they want to do when they retire. The truth is retirement planning can consist of more than just 401(k)s and IRA accounts. It can often include estate planning.

When people are planning for retirement it might also be important for them to consider whether they want to leave a legacy behind and what that legacy might look like. Sometimes people will consider donating money to charity through their estate plan, or what they want their children to do with any assets they leave them. An experienced attorney can help people figure out an estate plan if they have never had one before, or help them revise their existing plan to include any changes they might want to consider.

Sometimes people make an estate plan that is very general when they are in their 20s or 30s, and some people never make an estate plan. While it is extremely important that people reevaluate their estate plan at regular intervals, some people never look at it after making it. They can take their retirement as a reminder to look at their estate plan and make any revisions that might be necessary.

An experienced estate planning attorney in New Jersey can help people look at their estate plan and think of questions that are important to answer. Attorneys can question people to help ensure that their documents are worded properly to avoid any confusion as to what they would like to have done with their assets.

Source: CBS Moneywatch, "Retirement planning: Get non-financial help," Steve Vernon, March 6, 2013

-Our law firm handles New Jersey estate planning. Please visit our website to learn more.

No Comments

Leave a comment
Comment Information