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Retirement Benefit Planning

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.

Robert W.  Kessler profile image

Retirement Benefit Planning Practice Leader

Robert W. Kessler
Direct: 585-987-2849
Fax: 585-987-2949
rkessler@woodsoviatt.com