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End of Year Review of Retirement Plans & Estate Plans

Now is the time of year to review your matters to include retirement plans and estate plans.  Potential updates as to your current professional and personal plans can be reviewed and then identified, based upon any life changes, to then address matters to include intended beneficiaries, authorized representatives and fiduciary appointments. Changes, amendments, codicils and or new estate planning can then be effectuated and executed. At the end of the day (and year!), review and analysis of your matters will support an updated and betterment of retirement and estate planning and a brighter future. Contact us and all of your team of trusted advisors to assist with same.

DiMedio Law is a New Jersey law firm whose practice includes estate planning and administration as well as many other services. Contact us at [email protected] or call us at 856-428-5577.

DISCLAIMER: This advisory is for general information purposes only. It does not constitute legal advice, and may not be used and relied upon as a substitute for legal advice regarding a specific legal issue or problem. Advice should be obtained from a qualified attorney licensed to practice in the jurisdiction where that advice is sought.

Office Address
Haddonfield Office
35 Kings Highway East
Ste. 212
Haddonfield, New Jersey 08033-0186
Phone: 856-428-5577
Text: 856-850-3900
Fax: 856-428-5969

Mailing Address
P.O. Box 284
Haddonfield, New Jersey 08033-0186
Phone: 856-428-5577