Retirement Planning

Author

Stone Law, LLC

Posted on

Aug 12, 2021

Book/Edition

Colorado - Northern Colorado

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We spend time and money investing in our retirement. And when the time comes to retire, we usually have plans for traveling, visiting family and friends, golfing, or just relaxing anywhere we can after many years of hard work.
With careful and strategic estate planning, you can maximize your retirement benefits and ensure that your assets are protected for future generations.


Social Security, Supplemental Security Income, Railroad and Veterans Benefits
There are many benefits availablefrom social security and supplemental security income, to benefits specifically for veterans and railroad workers. Figuring out how to apply, filling out the application, and understanding the appeals process if your initial application for benefits is denied, can be tricky. Even knowing when you are eligible and for what services or funds can be tricky. At Stone Law, we work with you to determine what you are eligible for and we provide assistance through the whole process, starting with your initial application through to any possible appeals.
Pensions, 401k Plans, IRAs and Roth Retirement Plans
Knowing which retirement plans and accounts you have, when and how distribution of funds work, who your beneficiaries are, and how to manage these assets is important. Depending on the amount of money available and invested, decisions will need to be made to plan for what happens after you pass away.


Simply leaving the money to your spouse, partner or children named as beneficiaries might not be enough. Estate taxes and other financial issues might arise for your family. With proper estate planning, you can maximize your hard work and reap the benefits for years to come. Call today for an appointment and we will work with you to ensure you have the right estate planning in place, whether that means starting from scratch or working with existing estate plan documents.

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Local Services By This Author

Stone Law, LLC

Estate Planning 430 E 6th Street, Loveland, Colorado, 80537

At Stone Law, we support you and your family with any aging and disability concerns. We can help make sure you have a solid plan for these and other what ifs to give you peace of mind. Our primary goal is to advocate for the elderly so no one can take advantage or manipulate a situation to their benefit. We aim to make sure your needs and wishes are met. We will always be sensitive to your needs and emotion. We also recognize that issues and concerns are broader than simply addressing legal needs and can help facilitate partnerships with other helpful agencies.