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Home / Archives for retirement

When a Loved One Passes

July 22, 2021 by Brandon McGee

Compliments of the McGee Law Firm, Attorney Brandon McGee Change can be very difficult at times. A death in the family can be especially traumatic. It may feel as though the world should stop to mourn your loss, but it does not. The world still turns, day still follows night, buses and subways still run. Yet, for the family who has experienced the loss, the world may have been turned upside down. Just when grief strikes, the family has additional burdens to bear. It is helpful to have a … [Read more...] about When a Loved One Passes

Filed Under: Asset protection, Estate Planning, Financial planning, Life insurance Tagged With: clergy, death certificate, employee benefits, employer, funeral director, life insurance, Medicare, personal representative, probate, retirement, social security, tax consequences, trust, trust administration, trustee, veterans administration, will

Tax Tips after New Year

February 1, 2019 by Brandon McGee

The New Year is here.  Can you do anything to reduce your tax liability for 2018?  This article provides a few tax tips now that we’ve begun another year.  Read on to learn more. Tax Tips after New Year … [Read more...] about Tax Tips after New Year

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), estimated tax withholding, IRA, New Year, retirement, tax tips

6 Important Estate Planning Considerations – Part 5: Retirement Assets

June 1, 2018 by Brandon McGee

Retirement assets may be a very large part of a person’s estate at death. It’s important to consider the income tax ramifications of naming a beneficiary, as well as protecting those assets for the beneficiaries. This article considers some of these issues. 6 Important Estate Planning Considerations – Part 5: Retirement Assets … [Read more...] about 6 Important Estate Planning Considerations – Part 5: Retirement Assets

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), estate planning, IRA, retirement, Roth IRA

Retirement: It’s not Just About the Money

May 1, 2018 by Brandon McGee

Many factors go into retirement decisions. This article examines some of those factors. Being financially prepared is one aspect. Having your estate planning in order is another. But, being socially and psychologically ready for retirement are yet other aspects which people often don’t consider. Be ready for your next phase of life, this article will help you get there. Retirement: It’s not Just About the Money … [Read more...] about Retirement: It’s not Just About the Money

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, psychology, retirement

6 Important Estate Planning Considerations – Part 2: Long-Term Care

May 1, 2018 by Brandon McGee

Many considerations must be addressed in an estate plan, not just who gets whatever’s left after your death. Long-Term Care expenses are an ever-increasing concern. Your estate plan should consider how those expenses would get paid. This article looks at several ways to plan for those expenses. 6 Important Estate Planning Considerations – Part 2: Long-Term Care … [Read more...] about 6 Important Estate Planning Considerations – Part 2: Long-Term Care

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, insurance, Long-Term Care, LTC, Medicaid, Medicare, retirement, trust

How Are You Planning for Long-Term Care (LTC) Expenses?

April 2, 2018 by Brandon McGee

What’s the right direction for you in planning for future medical expenses? The odds are even that you’ll need long-term care (LTC) after age 65, at least for a while. Here are possible paths for covering those potential costs. How Are You Planning for Long-Term Care (LTC) Expenses? … [Read more...] about How Are You Planning for Long-Term Care (LTC) Expenses?

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, insurance, Long-Term Care, LTC, Medicaid, retirement

Retirement is Complicated

March 1, 2018 by Brandon McGee

Many factors go into retirement decisions. This article examines many of those factors, such as where to retire, access to healthcare, income taxation, estate taxation, property taxation, etc. This article includes many links to helpful lists. Retirement is Complicated … [Read more...] about Retirement is Complicated

Filed Under: Estate Planning, Legal Education Tagged With: estate planning, healthcare, retirement, taxes

Age-Related Retirement Milestones

March 1, 2018 by Brandon McGee

Retirement takes planning. This article includes milestone ages, such as when you must begin taking distributions from retirement plans. The article also includes links to resources which will be helpful in your retirement planning process. Age-Related Retirement Milestones … [Read more...] about Age-Related Retirement Milestones

Filed Under: Estate Planning, Legal Education Tagged With: 401(k), distribution, estate planning, IRA, Medicare, retirement

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TESTIMONIALS

Client Review
May 25, 2021
    

Brandon McGee is knowledgeable, experienced and professional regarding Estate Planning. The entire process of multiple meetings to establish our input, draft and sign documents and fund the Trust were well organized and clearly explained. At completion, we were presented with a very well organized binder with the documents (both paper and electronic) and lists for future action.  In short, we find Brandon McGee and his staff to be competent, professional and friendly. ~ Brian C.

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