Retirement Benefits Planning

For many of us, our largest assets are our home and our retirement accounts. Planning involving retirement accounts may be as simple as completing a well-drafted beneficiary designation. But, if you’re facing entry into a nursing home, it may include a Medicaid compliant annuity. Or, if your intended beneficiary is a minor or has special needs, it may involve a trust. There is usually a trade-off between tax-free growth versus control. We can help you understand your choices when it comes to managing these very important assets.

Schedule an initial call with Loke Moore Law.