Our Services For Individuals and Families.

Planning for Your Retirement and Old Age

Planning for Your Estate and Legacy

Assistance in satisfying your fiduciary duties (if you are an agent, guardian,

      care-giver, trustee or an estate executor)

Our Services For Businesses and Owners.

Retirement planning education seminars in front of your employees
      and their spouses 

Coordination of your employee benefit programs, vendors and communications

Succession planning for business continuation 

click on a blue arrow below for more information on any of our Legal Services

click on a blue arrow below for more information on any of our Legal Services

click [here] to contact the Law Offices of Barry Kozak t o discuss Our Services for Professionals and Colleagues

Our Services For Professionals and Colleagues

Tailored Retirement Planning presentations and education for your staff

      of professionals who need to understand aging populations in order to

        better serve your clients, employees and their spouses 

Collaboration on research projects, white papers, or other aspects of

      public policy advocacy 

Expert witness on ERISA, Elder Law or Income Tax issues

Most individuals, as they begin thinking about the final part of their life journeys, worry about:

– becoming a burden on their family and friends should they lose physical or mental capacity;

– running out of money and resources and thus becoming a ward of the state;

– having their children fight over the disposition of property or the health  care decisions that they need

             to make on behalf of mom and dad; and

– being isolated and cut off from family, friends, and even society, whether they age at home or in

     an institution.

Unfortunately, these fears are real.

 

However, we are here for the sole purpose of helping our clients understand, prioritize and take appropriate actions, within their individual means and resources, to mitigate each of these fears and risks, and all of the other issues that they might not have even considered.

 

Our mission is to help educate individuals on all aspects of retirement, aging, end-of-life, and estate and legacy issues. After a general understanding of all of the rules and options, we can then assist in the legal documentation needed to maximize the chances of enjoying Dignity, Independence, Proactivity, Purpose and Autonomy during life's final ROAD (Retirement, Old Age,and Dying, plusEstate and Legacy).