During the course of your life, you will have many different financial and legal plans. You will probably have some sort of retirement plan. Your plans will change all the time. What should not change is how you coordinate all of those plans. That is to say you need to make sure that all of your different plans work together. That includes your financial plan, your retirement plan, your estate plan, and any other legal or financial plans you might have.
In all likelihood, your different plans will be made with the assistance of different professionals. Your estate planning attorney is not going to be the one to help you with a comprehensive retirement plan. However, that does not mean that you cannot make sure that your different plans work well together. You just need to make sure that the various professionals assisting you know about your different plans. Your estate planning attorney needs to know about your financial and retirement plans, because that will help the attorney know what you have and what assets you might have left when you pass away.
Make sure that your estate planning attorney knows everything that he or she needs to know. That includes all of your other plans.
Stephen A. Mendel, Estate Planning Attorney
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