Incapacity & Retirement Planning

Needing Your Estate Earlier Than Expected

Incapacity Planning

Don't assume that estate planning attorneys can only help prepare for your passing. The legal team at Frost Law can help you handle complex incapacity planning as part of your estate plan.

While you are thinking about your assets once you pass away, in many circumstances, you may need to access benefits earlier than expected, or have someone else make decisions on your behalf. In these situations, it is necessary to manage your finances and personal needs if you become physically or mentally unable.

By planning for potential incapacity as a part of your estate planning process, you can avoid court guardianship proceedings or a delay in getting you the help, care, and financial support that you need.

Our incapacity planning tools include:

• financial powers of attorney
• health care powers of attorney
• advanced directives, also known as “living wills.”

Advising You on Retirement Planning

For many people, their retirement benefits make up a significant portion of their estate. If you've worked hard and saved hard, you want to make sure that your savings and retirement are distributed according to your wishes when you pass away.

Frost Law can examine the beneficiary paperwork for your retirement plan to make sure that it is in line with the specifics of your estate plan. We'll make sure to ask the right questions, and can even consult with your financial planner if necessary.

Do you have additional questions about your retirement that might impact the future of your estate? Ask. With attorneys skilled in tax, bankruptcy, estate, business, litigation, and more, there's someone on the team who can help.