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Home >> Four Things to Consider in Retirement Planning

Four Things to Consider in Retirement Planning

October 19, 2011 by Robert Kulas. Leave a Comment

Planning for retirement is an important aspect of having a comprehensive estate and incapacitation plan in place for your later years.  It is a task best done sooner rather than later in life.  Some aspects to consider for retirement planning:

1.         Retirement plans play an important role in estate planning.

Any unused funds in a retirement plan are left to a beneficiary that was named on a form that was completed when you began the account.  Like other aspects of an estate plan, beneficiary forms should be reviewed on a regular basis to keep them up to date with life changes.

2.         There is no ‘one size fits all’ retirement plan.

Each retirement plan has advantages and disadvantages and should be chosen to meet your specific needs.  It is important to carefully evaluate your choices and seek the advice of a qualified professional rather than relying on the advice of a friend or family member.

3.         Contribution amounts should be based on your family and personal situation.

Determining your contribution amount is a complex decision, and can have many variables, including:

  • Your current age;
  • The age you wish to retire;
  • Your family’s assets;
  • Your retirement goals;
  • Current contribution limitations.

4.         The nature of retirement planning is changing.

With life expectancies increasing and early retirements becoming the norm, it has become more likely to have a shorter working career and you will need to sustain yourself for more years in retirement than previous generations.  No longer can you simply depend on a company pension plan to sustain you in later years, you should consider a more ‘multi-dimensional’ approach.

Retirement planning is but one aspect of planning for your later years, there are several others that an estate planning attorney can assist you with, including incapacitation planning, estate planning, disability planning and even planning for the costs of long term care.

Filed Under: Retirement Planning Tagged With: 401K account, Estate Planning, estate planning attorney, Retirement Planning

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Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family.

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"Everyone treated us extremely well.  Robert explained how a trust works and the benefits of having one.  We decided to move forward and complete the process.  He was very kind and knowledgeable.  Julie was also very helpful and very patient with our questions.  We felt very comfortable with this firm handling our affairs.  We would highly recommend this firm to our friends and family."

Janice M
Client Review
August 25, 2020
    

Robert Kulas and staff made making a will an easy to understand process. They were very knowledgeable and attentive to my wishes. All my documents were provided in an organized binder which will be a great asset to my family. I would definitely recommend them.

Krissy L.
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I have worked with Mr. Kulas & staff before. And they are very professional. I am very satisfied with Mr. Kulas and his staff and give them the highest satisfaction and 5 star rating.

Leo C.
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Mr. Kulas and his staff have been extremely helpful & knowledgeable for the over 3 years we have been associated. They are easy to talk to and explain everything without feeling rushed. Very competent and professional.

Mildred W.
Client Review
August 25, 2020
    

I have known Robert Kulas for 20 years since I was co-executor for friends who had Mr. Kulas prepare a Trust for them. When I felt I needed a trust also, I came to him. I have always been completed satisfied with his work and that of his charming, competent staff.

Joan C.
Client Review
August 25, 2020
    

We began our estate plan process in 2004 (12 years ago) and have been pleased with the periodic reviews we have gone through and when changes have been needed the firm has been thorough and professional in making those changes.

L.G.K.
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