Incapacity & Retirement Planning

Incapacity Planning

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

Everyone should have a plan for the  management of their finances and medical l decision-making if they 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.”

Retirement Planning

For many people, their retirement benefits make up a significant portion of their estate. Like other assets, retirement benefits can be left in trust to protect them for your children or spouse, or other loved ones. The tax rules surrounding these choices are complex and trusts must be drafted carefully to optimize the tax implications. Frost Law can advise you on your options and prepare the documents needed so that your retirement plan aligns with your estate plan. We'll make sure to ask the right questions, and can even consult with your financial planner if necessary.