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Planning for Active Retirement

Planning for Active Retirement

They say that 60 is the new 50, 70 is the new 60, 80 is the new 70, etc. I sure hope that is true! Some people age well and remain very active in their 90's, while others are hobbled with chronic health problems in their 40s and 50's. Today's modern seniors have a zest for life and lead very active lifestyles. I've seen with my own parents (I'm 52), although they both had busy careers, they were more active and busy during their early retirements years compared to when they were working. Every couple, especially with means, should have a team of trusted advisors including an attorney, a financial planning and an accountant. I try not to give financial planning or tax advice and ask that my colleagues recognize that I take the lead role in providing legal advice. For many lucky clients, the total number of retirement years may exceed the total number of working years. During the early years of retirement, seniors have some of the greatest experiences of their lives, travel around the world, engage in hobbies and activities, help charities and spend time with family members in a way they could never do so before. In later retirement years, the aging process catching up with us and a greater level of protection and care is needed. As part of the Comprehensive Estate Plan (CEP), we meet with clients and review retirement income and discuss how income and expense may change over time. Again, our goal is to help clients get the most out of life and to make sure that they have plenty of income to enjoy their retirements and never run out of money. We also work with impoverished families and, due to a variety of circumstances, seniors often get by on very meager incomes. Our firm takes pride in helping these families as well. Whatever your financial circumstances, it is crucially important to have an Estate Plan that gives you the peace of mind of knowing that you won't run out of money and that you have the reassurance that you will be cared for throughout your life. We are here to help.

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Thank you for your interest. We look forward to hearing from you soon.

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