social security incomeWhile there may have been a time when people looked to their employers and Social Security to finance their retirement, those days are long gone. Today's reality is that an adequately funded, well-designed retirement plan is imperative to enjoying a comfortable retirement, not to mention the ability to provide for your loved ones and ensure your legacy.

We can help you develop such a plan, by “stretching and protecting” your wealth. What do we mean by this? “Stretching” refers to maximizing income tax deferrretirement al and wealth accumulation while minimizing tax liability. “Protecting” involves minimizing the threats posed by creditors or predators. As an experienced estate planning law firm, we can evaluate all options for minimizing tax liability and the erosion of savings that results from paying too much in taxes. We can also utilize a range of tools for reducing taxes in your golden years, including taxes on Social Security benefits, and may even be able to show you how to enjoy a tax-free retirement.

As is the case with estate planning in general, the earlier you begin to plan for retirement, the more options you will have. Call us today to learn more about creating an effective retirement plan.

 

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