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Estate Planning and Retirement Accounts

Now that you are pursuing estate planning for your family, you may also be curious about the role of your Individual Retirement Account (IRA) and other assets in documenting your wishes.

In Linwood and Toms River, New Jersey, the experienced law firm with solutions to your estate planning and IRA goals is the Law Office of David A. Semanchik. Our founding attorney has more than 25 years of experience helping individuals, couples and families to formulate legal strategies that can benefit their loved ones, and lead them to brighter futures.

Understanding Retirement Accounts and Estate Planning Techniques

As your Toms River lawyer, David A. Semanchik can show you how an IRA, 401(k) or other retirement plan can be structured while deferring taxes on money saved over an extended period of time. He can also advise you as to the wisdom of cashing out a retirement account, if your intent is to name a new beneficiary for your estate planning. The use of a revocable, irrevocable or grantor trust can place a beneficiary in a much more desirable legal and financial position.

Decisions must be made as to which family members should benefit from any estate plan that includes your IRA and other retirement assets: investments, savings, retirement plans, real estate, life insurance, annuities, businesses and other personal assets. Remember — each choice you make may have important tax consequences that your survivors may have to deal with.

Our goal is creating estate plans for clients in Ocean County to give effect to their wishes, and minimize the potential complications their loved ones will face in the probate system.

Contact an Ocean County Estate Planning Lawyer for a Free Consultation

Contact Toms River retirement account planning attorney David A. Semanchik to secure your no-fee initial telephone consultation. Call today, toll free: 888-691-1099. You can also contact us online. Please tell us if you prefer an evening or weekend appointment.