Why You Need Us.

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 (and many others) 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.

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, plus Estate and Legacy).

Our Services.

For Individuals and Families:

  • Planning for your Retirement and Old Age
  • Planning for your Estate and Legacy
  • Advising on your Fidiciary Duties, as
    • an agent of guardian over proerty
    • an agent or guardian over health
    • a voluntary caregiver for a family member
    • a trustee of a trust
    • an executor of an estate
  • Other general education about aging

For Other Professionals and Colleagues:

  • Retirement Planning and Education
  • Acting as your Outside Legal Counsel 
  • Collaboration on Projects, Education and Advocacy
  • Expert Witness on retirement and aging issues

We are sorry, but we are redisigning our entire website.  
In the meantime,
contact us at 1.312.238.9191
or email us at info@barrykozak.com