Retirement Planning

What’s your career or business exit plan? What do you want your retirement to look like? Do you wish you could keep more of your money?

Saving coins towards retirement

Retirement Planning

Our clients call us the missing piece to the retirement puzzle.

Wouldn’t you like to know what the taxes will be at 65, 70.5, 75, 80, 85 and for the rest of your life expectancy? We know how to answer that question!

Modern retirement and estate planning, done right, is more than just a will, trust, and powers of attorney. It’s also multi-generational income tax and senior healthcare planning.

Does retirement feel too far away? Would you love to travel more, or find ways to spend more time with family when you retire? Invest in some fun toys (I call it grandkid-bait) so that your grandkids always want to come hang out at your place? Whatever your goals, our goal is to help you get there quickly and easily.

What’s your missing piece?

Most traditional retirement and estate plans are death plans – they don’t do anything unless you’re dead! At Law Hesselbaum, our primary focus is to improve the quality of your life while you’re still alive! We help our clients save money on taxes, achieve their retirement goals, find the best possible outcome for their unique situations.

Our Reviews

“Everyone in the office was absolutely wonderful to work with whether on the initial set-up of the trust, adjustment to such following my father’s passing, or processing of his home sale and proceeds.

They genuinely care for your family’s well-being and walk you through each step of the process. They are also exceptionally responsive even when parties involved live in different locations.

This is a definitely a team you can trust and one I highly recommend.”

W.W., Client of Law Hesselbaum