Don’t Make This Retirement Mistake

Don’t make the big mistake of retiring without an estate plan.

Based on data from the Pew Research Center, 10,000 baby boomers are retiring every day.

If you’ll be retiring this year or in the next few years, make a New Year’s resolution to create an estate plan.

An estate planning lawyer can help you create the plan that meets your needs.

Estate plans generally include the following six components. We can help you put together a plan that includes all six of these:

• a power of attorney
• a will
• a living trust or an after-death trust
• a living will that includes medical directives and a health care proxy
• beneficiaries
• an executor

A 2017 survey conducted by Caring.com showed that only 42 percent of adults in the United States have estate planning documents in place.

The survey showed that while 81 percent of Americans age 72 or older have a will or living trust, a sizeable 40 percent of baby boomers reported not having a will.

Contact us today to arrange a complimentary consultation with Attorney Adam J. Tobin.