Retirement Planning

Estate planning for clients in or approaching their retirement years must be integrated with a retirement financial plan. Mr. Primuth works with clients and their financial planners to develop estate plans that address the client’s needs and goals in regard to retirement account assets (IRA, 401ks, 403(b) and other tax-deferred assets), life insurance, gifting techniques, cash flow planning, health and long term care insurance, government assistance programs (Medi-Cal, Medicare and SSI), and business succession planning.