Even if you already have a will or trust, retirement is the ideal time to review and update your plan. Life changes—and so do your needs.
Without proper planning, you risk:
An updated estate plan ensures your assets are preserved and your family is protected—on your terms.
There are many key documents to consider when you’re considering retirement. We help you consider it all, from long term care to powers of attorney and more.
Avoid probate, maintain privacy, and manage your assets during incapacity and after death.
Direct how assets outside of your trust are distributed and name guardians, if needed.
Name someone you trust to handle financial or legal matters if you become unable to do so.
Clearly communicate your medical wishes and designate someone to make healthcare decisions on your behalf.
Ensure your retirement accounts, annuities, and life insurance policies align with your estate plan.
Protect your assets while maintaining eligibility for Medicaid or VA benefits, if needed.
Incorporate charitable giving, family gifting, or multigenerational wealth strategies.
With over 35 years of experience, Andrew D. Kaiser, JD, LLM (Taxation) and our team bring depth, precision, and personal attention to every estate plan we create.
We’re not just focused on documents—we’re focused on your peace of mind, your family, and your legacy.
Whether you’re reviewing an existing plan or starting from scratch, now is the perfect time to ensure your estate plan reflects your current wishes and protects what matters most.
Fill out the form below to connect with us. A member of our legal team will be in touch with you soon to discuss your goals.