Minnesota Elder Law Attorney

Retirement planning and saving strategies

Many of us have taken steps to preserve our assets to support ourselves over the long term, but what happens if our retirement savings don't last?  Can we continue to support ourselves without continuing to work?   Will government benefits be sufficient to support us when we are no longer able to earn a living?  What are the eligibility requirements for Social Security, Medicare, Medicaid and Medical Assistance? Are we eligible for any other types of government assistance?  What happens to our assets if we go into a nursing home?  What will happen to our investment funds and trusts upon our deaths?

Such questions have a major impact on retirement and investment decisions.  We at the Holker Law Offices, PLLC strive to help our clients stretch each retirement dollar by means of asset protection and wealth management services, which include:

• Maximizing your finances for long-term care or unexpected medical expenses
• Developing trust and estate plans that take advantage of gift tax and wealth transfer benefits
• Managing finances to take advantage of Social Security, Medicare and Medicaid benefits
• Distributing your assets among your heirs and loved ones at the time of your passing
• Appointing a proxy to stand in your stead in the event of death or incapacitation

The Holker Law Offices, PLLC has a single focus — to provide for the needs of senior citizens through sound estate planning.  To that end, we bring substantive legal knowledge about nursing home planning, asset planning and legal transfer-on-death structures that can help to accommodate all your asset protection needs.  We often work with financial planners, accountants and geriatric experts to help plan for each client's retirement future.

Call (763) 416-1672 or contact us online to schedule a free initial consultation with a Minnesota estate planning attorney..