Retirement Benefit Planning
Overview
Retirement benefits, including pension, 401(k), deferred compensation, IRAs and other plan benefits, play an increasingly important role in the estates of many of Maslon's clients. They rely on the exceptional experience our dedicated Estate Planning attorneys have achieved over years of helping clients deal with the complex and ever-changing retirement benefits laws. We work closely with our clients to establish strategies designed to achieve their goals.
Skilled in drafting sophisticated beneficiary-designations critical to good retirement-benefit planning, our attorneys will help you take advantage of techniques that constrain taxes on your pension, 401(k), deferred compensation, IRA or other benefit. We have extensive experience in drafting trusts that can take advantage of sophisticated estate planning techniques, while avoiding the unnecessary acceleration of income taxes that can result from the improper use of trusts for retirement benefits.
Contact one of our attorneys, to find out more about we can help you obtain maximum value from your benefits.
Legal Alerts:
Resources:
- Maslon's Estate Planning Glossary
- Raising Financially Responsible Children: A Conversation with Charles W. Collier
Wealth simply adds another dimension to the already complex challenge of raising healthy, happy, motivated and emotionally balanced children. Read the views of Harvard Senior Philanthropic Adviser Charles Collier in this informative whitepaper provided by The Private Banking and Investment Group at Merrill Lynch. - Probate and Planning: A Guide to Planning for the Future
From the Office of Minnesota Attorney General Lori Swanson - Social Security Calculator
Find out how much you will receive in Social Security each month from Uncle Sam by using the calculator on this site. If your earnings record has been erratic, you may want to try the Social Security's year-by-year income assumptions.
