Retirement Benefit Planning

Robert W. Kessler
Phone #: 585-987-2849
Fax #: 585-987-2949
Email:

 

Our attorneys work with financial planners and clients’ advisors to make sure retirement plan benefits conform to clients’ overall estate plan.  Our services include:

• Review and updating of retirement plans and beneficiary designations to make sure they conform to the estate plan;

• Discussions concerning available distribution options and tax consequences to beneficiaries;

• Discussions concerning possibility of charitable beneficiaries to reduce income and estate taxes;

• Discussions concerning “stretch” IRAs to defer income taxation and trust arrangements for younger family members.