Coronado Law Office

ESTATE & TRUST PLANNING INFORMATION CENTER

ESTATE & TRUST PLANNING
INFORMATION CENTER

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IRA & Retirement Planning

At first glance, the concept of Individual Retirement Accounts (IRA), 401(k)’s and other retirement plans seems simple enough. It’s a structured way to save for your golden years while deferring taxes on your growing nest egg. Unfortunately, that simple idea becomes one of the most complex areas of estate planning once IRS rules are applied, which is why contacting an experienced estate planning attorney to assist you is essential to your future financial success.

Maximizing the Value of Your Retirement Assets
To ensure you are protected, an estate planning attorney must consider tax reduction techniques as they apply to your individual situation, and interpret complicated income tax rules and IRS regulations. Fortunately, our estate planning attorneys immerse themselves daily in the questions and concerns that IRA investors face in planning their estates.

6 Steps to Begin Planning
As you take steps to organize your affairs, decisions must be made concerning which family members are intended to benefit from the estate plan, which include your IRA and other retirement assets. Each choice you make may have important tax consequences. Consider these steps as you start to plan:

  1. Survey your assets: Such as investments, savings, retirement plans, real estate, life insurance, annuities, businesses, other personal assets, etc.
  2. List key contacts/relationships: Such as estate planning attorney, financial advisor and CPA to use for yourself and your family
  3. Organize important papers: Will, Trust, deeds, beneficiary designations, life insurance policies and account statements
  4. Estimate what you’ll need: To ensure financial security during your lifetime
  5. Define your goals: Such as providing for your spouse, children, grandchildren, charitable donations, etc.
  6. Get professional guidance: From an estate planning attorney, financial advisor and CPA

Are you ready? Call the Coronado Law Office to get started today!

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Is the most wonderful lawyer regarding helping me to organize my future life.... See MoreSee Less

Thank you Gabby for your attentive help with our family Will. Your experience, knowledge , and attention to detail made our experience very pleasant and stress free! Thank you for listening and using lay terms and examples to clarify legal jargon.
Gabby knows her stuff!!! I highly recommend going to one of her many seminars.
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After attending one of Gaby's seminars, my wife and I decided to have Gaby review our old trust and will. It was outdated and we had Gaby draw up a new trust and living will, etc. She took her time to explain and was able to complete the project in a short time. I highly recommend Coronado Law. Gaby is great to work with and goes out of her way to help.... See MoreSee Less

Thanks to Coronado Law I have achieved my 2018 New Years Resolution! After two meetings and a few conversations my Medical Directive, Will, & Power of Attorney are completed. Gaby & Rosa were fast, efficient and thorough. I’m happy to say the process was painless and simplified by Coronado Law.... See MoreSee Less

We are in the process of completing our wills, trusts, and medical documents. I can't believe how much work she has to do in a short matter of time. Gaby is very professional, explains things in laymen terms, and is also very personable! I highly recommend this law office. We will finalize everything next week, and I am completely satisfied.... See MoreSee Less

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Phone: 540-300-5292
Fax: 888-711-3511
800 Corporate Drive, Suite 301
Stafford, VA 22554

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