• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
logo

The Edwards Law Firm

Estate Planning For All Generations

  • phone-icon (904) 672-7600
  • phone icon (904) 215-3550
  • Schedule a Free Consultation
  • Home
  • Who We Are
    • About Our Firm
    • Attorney Profile
  • How We Can Help
    • Business Owners & Asset Protection
    • Estate and Gift Tax Figures
    • Family-Owned Businesses & Farms
    • Incapacity & Caregiver Support
    • LGBTQ Estate Planning
    • Medicaid & Elder Law Planning
    • Pet Planning
    • Probate & Trust Administration
    • SECURE Act
    • Special Needs Planning
    • Wills & Trusts
  • Elder Law
    • Are You A Caregiver?
    • Coping With Alzheimer’s
    • Emergency Medicaid & Nursing Home Planning
    • Guardianship & Conservatorship
    • Hospice Care
    • Medicaid Planning
    • Veteran’s Benefits
  • Resources
    • Docubank
    • Estate Planning Resources
      • Estate Planning Checkup
      • Definitions
      • Reports
      • Incapacity Planning Definitions
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Elder Law Reports
    • Frequently Asked Questions
      • LGBTQ Estate Planning Frequently Asked Questions
      • Incapacity Planning Frequently Asked Questions
      • Frequently Asked Estate Planning Questions
      • Trust Administration & Probate Frequently Asked Questions
    • Pre-Consultation Form
    • Special Needs Resources
    • Trust Administration
      • Bereavement Resources
      • How to Know if You Need Extra Help With Your Grieving
      • The Mourner’s Bill of Rights
      • Trust Administration & Probate Definitions
  • EVENTS
  • BLOG
  • Reviews
    • Review Us
  • Contact Us

Planning Beyond Retirement

January 5, 2011 by William T. (Tom) Edwards, Jr., Attorney & Counselor at Law

Depending on your intentions, financial planning and estate planning can go hand in hand, and there are two different perspectives that people tend to take. Some folks plan for the future from a financial standpoint with their eyes fixed firmly on retirement. Their goal is to make sure that they have the financial resources that they need after their working days are through, and they don’t really consider their estate plan as being part of their financial plan along the way. They see their estate plan as a way to divide any assets that may be left over upon their passing without having any particular goals in place

But there are other people who take a more comprehensive viewpoint. They have very specific estate goals in mind, and they make long term plans to achieve these goals. They are not simply planning for their own retirement; they are also making plans regarding their legacies after they pass on. Some people may want to make sure that their grandchildren have the means to attend college, or they might want to provide a trust fund for their children. People who have specific estate goals can include them as they make financial plans for retirement, and this can impact some of the decisions that they make along the way.

So for many people, financial planning as it applies to retirement and estate planning intersect. When you evaluate your life’s work after it is all said and done, it is a very satisfying feeling to know that one of the rewards is the ability to do something nice for your loved ones after you pass on. Smart planning can provide you with the best of both worlds: a comfortable retirement and a lasting legacy, and this is the ultimate goal for many of us.

  • Author
  • Recent Posts
William T. (Tom) Edwards, Jr., Attorney & Counselor at Law
William T. (Tom) Edwards, Jr., Attorney & Counselor at Law
Attorney at The Edwards Law Firm, P.A.
For over four decades, Tom has assisted individuals, businesses and organizations with their legal management and legal services needs.With a burgeoning practice primarily devoted to estate planning, asset protection and trust and probate administration, The Edwards Law Firm, with Tom at its helm, has evolved in the last decade to include such vital elder law issues as Medicaid planning, VA planning, guardianship and more.
William T. (Tom) Edwards, Jr., Attorney & Counselor at Law
Latest posts by William T. (Tom) Edwards, Jr., Attorney & Counselor at Law (see all)
  • How Do I Trust Thee…Part III - July 11, 2022
  • How Do I Trust Thee…Part II - July 9, 2022
  • How Do I Trust Thee…Part I - July 7, 2022

Primary Sidebar

FOLLOW US ONLINE

Footer

The Edward Law Firm

Jacksonville
3030 Hartley Road, Suite 210
Jacksonville, FL 32257
Phone: (904) 672-7600
Secondary phone: (904) 215-3550

ST. AUGUSTINE (By Appointment Only)

1750 Tree Boulevard, Suite 9
St. Augustine, FL 32084
Phone: (904) 824-1750

Map/Location

Jacksonville FL estate planning office
Map

Office Hours

Monday  8:30 AM – 5:00 PM

Tuesday  8:30 AM – 5:00 PM

Wednesday  8:30 AM – 5:00 PM

Thursday  8:30 AM – 5:00 PM

Friday  By Appointment Only

The information on this website is for general information purposes only. Nothing on this or associated
pages, documents, comments, answers, emails, or other communications should be taken as legal advice for any individual case or situation. This
information on this website is not intended to create, and receipt or viewing of this information does not constitute, an attorney-client relationship.

  • Privacy Policy
  • | Disclaimer
  • | Site Map
  • |
  • Powered by American Academy of Estate Planning Attorneys
© 2023 The Edwards Law Firm. All Rights Reserved.