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Heritage Tree LogoWhy Your Should Consider Retirement in Your Estate Plan

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If you are preparing for your retirement, it is important to ensure that your estate plan reflects this life change. Reach out to our skilled Butler County estate planning and probate attorneys today to discuss the details of your case and your options. Our legal team is on your side.

What aspects of retirement should I consider in my estate plan?

If you are planning for retirement, you will want to make sure that your estate plan focuses on elements beyond creating trust and a will. You will also want to consider the following:

  • Powers of attorney: Individuals who would like to give a trusted party the right to make important life decisions on their behalf in the event that they become incapacitated or are unable to do so themselves, can do so by appointing a power of attorney. Powers of attorney can permit specific individuals to handle your finances, make certain key medical decisions, and more.
  • Beneficiary designations: If you would like to retire, one of the most important things to account for is selecting beneficiary designations, wherein you can revise beneficiaries on your life insurance, retirement plan, and pay-on-death designations. You have the option of creating both of these plans together so you only have to do so once.

To learn more about these two estate planning tools, reach out to our firm today. Our dedicated Butler County estate planning and probate attorneys can walk you through the process and ensure that your assets and future are protected.

Why should I create an estate plan?

It is important to craft a complete estate plan to ensure that your finances and loved ones will be protected and taken care of after you pass away. There are several essential estate planning documents available, including wills, trusts, and. You can also construct what is known as an advance healthcare directive, which allows you to give certain family members the right to make important medical decisions on your behalf if you are unable. For example, whether or not you should go on a ventilator. If you have any further questions about estate planning and retirement, it is in your best interest to reach out to our skilled Pennsylvania estate planning attorneys today. Our legal team is equipped with the knowledge and experience required to ensure that your clients’ futures are protected. We are ready to help you, all you have to do is give us a call.


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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