Estate Planning » Retirement Benefit Planning
Much of the wealth of our clients is invested in retirement plans. For this reason, coordinating wills and trusts with retirement plans is critical to establishing and implementing a client's estate plan. In fact, the most carefully drafted wills and trusts may turn out to be virtually useless if the same care and attention is not paid to planning for and completing retirement plan beneficiary designations and to following up to assure that the designations will be effective. At Ikard Golden Jones, we understand the importance of retirement benefit planning and we have the proven expertise to help you navigate through this complicated area of the law.