5 Stages of Life:  Retiring

If you are within 2-3 years before or after retirement, you are staring down one of life’s most undocumented & unscripted transitions. Thoughts such as how will you pay the bills for the next 20, 30, or even 40 years; will your healthcare choices change; will you be able to pay for your grown children’s weddings, college, grandkids’ education, etc.; with a career winding down, will you feel satisfied without a daily demand on your skills; will your spouse or significant other’s needs change; will taxes eat up a large chunk of your life savings; or will your nest egg be enough to keep you from becoming a burden on your kids in your later years?

But you are here – on our website – trying to learn and get informed so that you can get it right. You aren’t too proud to admit you might have more to learn, even after earning the success that has given you the opportunity to retire.

This stage of life needs its own guide. We help our clients navigate the changes in their lives so they can face retirement with confidence, knowing they’ve done the right thing to protect their families and yet provide for an active and memorable retirement.

  • An updated estate plan lifts the weight off your shoulders and lets you pursue fun activities with total peace of mind. 
  • It all starts with a Free Case Evaluation. 
  • Then you learn what your next steps are to create or update a plan that will keep you from ever becoming a burden on your children.

Planning for your retirement doesn’t have to be stressful!

When you’re ready, we’re here to help you.

At Keystone Law Firm, your legal matters are in good hands. We sincerely want the best for our clients and we will walk you through a simple and straightforward process to get this done.

Free Case Evaluation

Call (480) 418-8448 to get your Free Case Evaluation of your estate planning. Click here to download your free “Estate Planning Checklist.”