Estate Planning in the Workplace - Ranni Law Firm, PLLC

Estate Planning and the Workplace

Do you have questions about Estate Planning in the Workplaces? Joe Ranni, Esq. of Ranni Law Firm PLLC helps with answers to this and many questions including: What is the importance of estate planning in relation to my workplace and employment benefits? Should I include retirement accounts and life insurance into my estate plan, even if they have their own beneficiaries? What legal documents do I need to have in place, and how do they affect my workplace assets? What happens to my workplace benefits in the event of incapacity? How can I plan for this scenario? Are there any legal restrictions or complications in designating a trust as a beneficiary for workplace benefits in my estate plan? Can this planning include charitable giving? Do I need to update my estate plan as my workplace circumstances change, such as job changes or retirement?

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As an elder law and disability law center, we serve the following localities: Albany County including Albany; Dutchess County including Fishkill, Poughkeepsie, and Rhinebeck; New York City including all boroughs of New York; Orange County including Goshen, Middletown, Warwick, Florida, and Tuxedo; Rockland County including Monsey, New City, and Nyack; Saratoga County including Ballston Spa, Clifton Park, and Saratoga Springs; and Westchester County including White Plains and Yonkers.

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