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Heritage Tree LogoRetirement and Estate Planning | What You Should Know

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Preparing for retirement means that you will need to also prepare your estate plan. Reach out to our firm today to speak with one of our dedicated and experienced Butler County estate planning and probate attorneys. We are here to help you protect your future.

Should I consider retirement in my estate plan?

If you are preparing for retirement, keep in mind that your estate plan should touch on factors beyond just a trust and a will. You will also want to consider implementing the following:

  • Beneficiary designations: In the event that you would like to retire, one of the most critical things to account for is setting beneficiary designations, where you can modify beneficiaries on your life insurance, retirement plan, and pay-on-death designations. Also, you have the ability to create both of these plans together so you only have to do so once.
  • Powers of attorney: Those who would like to provide a trusted party with the right to make important life decisions on their behalf if they ever become incapacitated or are unable to do so themselves, they can do so by selecting a power of attorney. Powers of attorney can allow certain individuals to manage your finances, make certain key medical decisions, and more.

If you would like to learn more about these two estate planning tools, give our firm a call today. Our dedicated estate planning attorneys will be able to walk you through the process and assure you that your assets and future are covered.

What are the benefits of creating an estate plan?

There are many advantages to having a comprehensive estate plan. This is because having a complete estate plan ensures that your finances and loved ones will be protected and taken care of after you pass away. There are a number of different essential estate planning documents known, including wills and trusts. You can also create what is known as an advance healthcare directive, which permits you to give certain family members the right to make important medical decisions on your behalf if you are incapable. For instance, whether or not you should go on a ventilator.

If you have any further questions about estate planning and retirement, do not wait to reach out to our experienced Pennsylvania estate planning attorneys today. Our legal team is prepared with the knowledge and experience needed to ensure that your clients’ futures are covered. Give us a call today to get started.


Whether you are dealing with matters involving estate planning, estate administration, or elder law, you need a legal team that you can feel confident will represent your best interests, every step of the way. We are that legal team. Contact Heritage Elder Law & Estate Planning today so we can get started.

Estate Planning & Probate

Whether you’re looking to secure your family’s future, protect a loved one’s assets or provide a loved one with the financial assistance he or she needs to afford long-term care, we are committed to serving your needs. We consistently offer creative and effective solutions to your most complex and sensitive estate planning needs and help your wishes come to fruition through our probate service.

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Elder Law, Medicaid Planning & Asset Protection

Everybody’s life is full of both expected and unexpected challenges. With our experience with elder law issues, we can help you enjoy the later years and retain full control over decisions that directly impact you. The attorneys at Heritage Elder Law & Estate Planning view every challenge as an opportunity. We can help you or your loved one today.

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