Dallas-Fort Worth Retirement Planning Lawyer
Helping Clients Plan their Estate for the Future
Retirement planning is an important process that requires careful consideration of various financial and legal considerations. At Crain & Wooley, we can help you develop a comprehensive plan to ensure that you have the financial security you deserve during your golden years. Our team of Plano retirement planning lawyers will work closely with you to develop a strategy to ensure that your savings last for as long as possible and that you are protected from financial predators.
Our team is standing by to help you plan for a secure retirement. Call (972) 945-1610 or contact us online to schedule an initial consultation with a retirement planning attorney near you.
What Is Involved in a Retirement Plan?
Planning for retirement is a complex process that requires careful consideration of a number of different factors. It is important to consider your current financial situation and determine how much money you will need to live comfortably in retirement. You will also need to consider how long you expect to live and what will happen to your savings if you pass away prematurely. Additionally, you will need to decide where you will live and the lifestyle you expect to maintain.
At Crain & Wooley, we will work closely with you to develop a strategy to meet all of your financial and legal needs during retirement. Our team will help you determine how much money you will need to live comfortably in retirement and develop a savings plan to ensure that you have enough money to meet your needs. We will also help you determine where you will live as you get older and determine how to protect your savings from financial predators.
What Are the Benefits of a Retirement Plan?
Developing a comprehensive retirement plan is one of the most important steps you can take to secure your future. When you work with our team of Plano retirement planning lawyers, you can rest assured knowing that you are taking all the necessary steps to ensure a secure retirement. Our team can help you gain a number of benefits, including:
- Improved peace of mind knowing that you have a strategy to meet your financial and legal needs during retirement
- A secure financial future
- Access to the financial resources you need to live comfortably during retirement
Contact Our Dallas-Fort Worth Retirement Planning Attorneys
Planning for retirement can be a complex and overwhelming process. At Crain & Wooley, we can help you develop a comprehensive strategy to ensure that your savings last for as long as possible and that you are protected from financial predators. Our team of Plano retirement planning lawyers will work closely with you to develop a strategy to meet all of your legal and financial needs during retirement. We will work with you to determine how much money you will need to live comfortably in retirement and develop a savings plan to ensure that you have enough money to meet your needs. We will also help you determine where you will live as you get older and determine how to protect your savings from financial predators.
"Very Professional, Thorough and Good Communicators"Justin and his staff were very professional, thorough and good communicators. They prepared every doc they committed to, and in a timely manner. I like the lump sum fee arrangement. I would definitely recommend them.- Bart Hubbard
"We are so grateful we did this."
We had been wanting to do and understand a trust for a long time. Once we received the meeting invite, the rest was easy. We learned about wills and trusts in an understandable way. Justin and his team are organized, thorough, friendly and helpful. They coordinated and explained each step of the process. We are so grateful we did this. The cost was invaluable. Thank you for everything.- Shelly Torti
"Would Definitely Recommend Crain & Wooley"
We attended a lunch seminar hosted by Shelly Joyner and her team to listen and learn more about our options with Trusts. Based on Shelly's presentation, examples, and knowledge of Trusts, we were sold on Crain & Wooley as the firm to prepare and manage our Trust.
The Crain & Wooley process from start to finish was fast, efficient and very professional. Throughout the progression, both Shelly and Steve Crosby communicated, answered all our questions, and provided various trust documents through the portal for our review /comments.
Would highly recommend the services of Crain & Wooley!!- Paul & Helen Cherry
"Made the Entire Process a Seamless Operation"
Finding a law firm to assist me in creating a "Living Trust" was very confusing. After interviewing three law firms, I chose Crain & Wooley.
They got back to me quickly after the initial consultation and made the entire process a seamless operation.
I highly recommend and will work with Shelly Joyner and Crain & Wiiley again in the future.- Ricky Ellis
"I would return for other legal issues and would highly recommend this firm for legal advice."I am very pleased with the professional services of Crain and Wooley law firm with the trust documents formalized on my behalf. The fees were fair and the result was done in a few weeks. Terms and legal explanations were understood. I would return for other legal issues and would highly recommend this firm for legal advice.- Alex Montanez
"I had a fantastic experience with your law firm and now I can relax!"I had a fantastic experience with your law firm and now I can relax because I have my affairs in order! It was a very easy process, very informative, easy to gather their information and get the awesome result of having all my documents into my trust. Very impressed with the professionalism of Shelly Joiner, Jessica and Steve. I highly recommend this law firm Crain & Wooley for all the estate planning needs. Thank you!- Wanda Echevarria
"Very Thorough In Explaining My Options"Shelly was very thorough in explaining my options in estate planning and reviewing the documents I did have. I appreciate the speed and ease in completing my documents and support in transitioning my home into our living trust.- David Smith
"We Felt Valued, Cared for and Appreciated"It was a pleasure working with Justin Crain, Shelly Joyner, Steve Crosby, and the entire staff at Crain and Wooley. From the moment we walked into their office, we felt valued, cared for and appreciated. Justin took the time to explain to us the benefits of creating a trust and patiently answered all of our questions. My wife and I particularly appreciated their educational emphasis. They provided us with videos and literature that deepened our understanding of the process and purpose of creating a trust. We never felt any pressure during our meetings with them to purchase any legal products or services. They educated us, encouraged us to ask questions, and let us make our own decision. We did decide to create a living trust, and we are very pleased with the results.- William Benninghoff
Finally, you won’t need a lawyer to understand your legal fees. We clearly communicate our pricing structure upfront, so you can feel comfortable with our service from start to finish. No surprises, no hidden fees. *Our flat rate fees apply only to proactive planning services.
Optional Lifetime GuaranteeWith our optional lifetime guarantee, your will and trust will be automatically updated over the years to ensure it stays current with best practices, reflects your current wishes and minimizes future confusion for your family.
Knowledgeable ServiceLaws change all the time. We stay up to date with all the latest information so that you’re covered. No one else in the region is as dedicated or educated in this area of law. We’re the experts so you don’t have to be.