Retirement Planning

Estate planning for clients in or approaching their retirement years must be integrated with a retirement financial plan. Primuth & Driskell, LLP 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.

Primuth & Driskell, LLP 790 East Colorado Blvd. Suite 300 Pasadena, CA 91101 Phone: (626) 683-7234 Fax: (626) 683-7251

Primuth & Driskell, LLP serves clients throughout Pasadena, La Canada Flintridge, South Pasadena, San Marino, Arcadia, Alhambra & Los Angeles.

Disclaimer: The estate planning or other legal information presented in this site should not be considered legal advice and does not create an attorney client relationship.

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