Don’t Trust a Retirement Planning Lawyer in Long Island Unless They Know These 3 Things

Don’t Trust a Retirement Planning Lawyer in Long Island Unless They Know These 3 Things

Retirement Planning Attorney / Lawyer Long Island When you are vetting a retirement planning attorney here in Long Island, you need to know that you are working with somebody that you can trust and who has your best interests in mind. This is the last stretch of your financial well-being, and you need to make sure that this person or team is helping you make the best decision possible with your money.

So, we think that there are a few key things to keep in mind which can really help make sure that you are selecting a retirement planning lawyer here in Long Island that knows their stuff. Always be asking these certain questions and make sure that your financial team knows exactly what to do!

You Should be Thinking Short AND Long Term

If you are working with a Long Island retirement planning team that is only thinking about what will happen after you are gone, you need to turn and walk out the door immediately. Simply put, retirement is not about making sure that your beneficiaries get the most money possible, it’s about making sure that you are okay for the rest of your days, and you can live out a comfortable life and then hand off whatever you possibly can to your loved ones.

Your retirement planning specialist should be thinking short and long-term for your financial future, considering things like short-term Investments, your next income streams, your long-term Healthcare needs should you run into unforeseen health issues, and how to make sure your assets end up in the right hands through things like estate and Trust planning or your last will and testament.

Manhattan, Brooklyn, Queens, Long Island, New York, NY

The More Specific You Are, The Safer Your Family Will Be

While it can be appealing to work with a retirement planning lawyer in Long Island that is extremely brief in their dealings and gets things done extremely quickly, the truth is, your retirement is an incredibly important process that needs the time and attention it deserves to maximize your returns. Work with the legal team that not only willing to take those few extra minutes to make sure the paperwork is proper, but that are extremely dedicated to being as specific in elucidating your wants and needs as possible.

The less communication that your legal team provides, the more likely it will be that your loved ones or beneficiaries end up in complex disputes that can cause stress and undue harm.

You Need to Keep Making Your Money Work

Don’t think about retirement as though it is the most effective plan for stretching the money that you have for the rest of your days, but instead think about retirement as the last phase of your asset building. You should be considering smart Investments, you should be making your money work for you, and you should be making sure you are planning for your dependents and loved ones to inherit the proper assets once you are gone.

Just make sure that the retirement planning attorney you are working with for your retirement planning here in Long Island is thinking about both the short-term and long-term and knowing that you still have many years of money making and money spending ahead of you!

Request your Free Consultation or Call 212.596.7039 Today!

 

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