Whether you are planning for retirement or already retired, there are a myriad of topics to understand to be fully prepared for retirement, such as:

• Medicare and medicaid
• Social security income and options
• Wills, POA forms, Living Wills, Revocable and Irrevocable Trusts
• Lowering your tax bill in retirement
• Protecting your income/assets from stock market crashes
• Protecting your assets/home from nursing homes
• Leaving a legacy: avoiding probate and taxation

Contact Brian at 732-597-0220 for a free consultation on these and other topics. Brian is not an attorney or accountant but works with several in the Triangle area for your legal and tax concerns.