Planning for Retirement Benefits
Retirement benefits often times comprise a large part of a person's estate. Common examples of retirment accounts include Individual Retirment Accounts (commonly known as IRAs), 401k plans, 457 plans, and 403b plans.
Estate planning for retirment accounts requires particular knowledge and expertise. Retirement accounts typically consist of money that has not yet been subject to tax. Thus, failure to seek proper guidance and counsel with respect to retirement assets could have devastating tax consequences. |
Attorney Bradley Erdosi assists clients with all legal matters related to Estate Planning, Wills, Trusts, Elder Law, Guardianships, Conservatorships, Medi-Cal Planning, Advance Health Care Directives, Special Needs Trusts, Veteran's Benefits. Probate, Will Contests, Business Succession Planning and Business Law in Newport Beach, CA and throughout Orange County & the Greater LA area including Irvine, Costa Mesa, Corona Del Mar, Aliso Viejo, Santa Ana, Huntington Beach, Fountain Valley, Tustin, Laguna Beach, Laguna Woods, Garden Grove, Laguna Hills and Midway City.