Estate Planning for Retirees

We’re often asked if there are special considerations for creating Estate Plans for retirees. Our answer is that there are times in our lives that are considered significant events, when we are wise to create or revisit our Estate Plans, and retiring is definitely one of these times.
Whether you are preparing to retire, newly retired, or if you’ve been retired for a while, but haven’t updated your Estate Plan since before retirement, we suggest that you take the important steps of reviewing your income, assets, goals for gifting assets, beneficiary designations, and updating Estate Planning documents with a mindful approach to your support team and long-term care planning.
Our Elder Law and Estate Planning Attorneys have the knowledge, experience, and empathy necessary to guide you in preparing for retirement, or reevaluating your plan and goals once you are retired.
If you have any concerns about Wills, Trusts, Power of Attorney, Designation of Health Care Surrogate, or managing the costs of long-term care, please do not delay. Call us today at (904) 264-8800, and set up a phone, video, or in-person appointment today with one of our knowledgeable, compassionate, and caring Elder Law Attorneys at one of our offices, located in Jacksonville, Orange Park, and St. Augustine.
We are your Florida First Coast Elder Law Attorneys.
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