RETIREMENT PLANNING & LEGACY PLANNING
Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. At Tsang & Associates, we work with you to identify your sources of income, estimating expenses, implementing savings programs, and managing assets and risks. For legacy planning, we help you prepare how you will bequeath your property and assets to your loved ones after your death. With both retirement and legacy planning, you need a trusted attorney to help you understand how to take the best advantage of your funds, assets, and beneficial tax rules. We will work with you and your family to ensure that your long-term interests are protected.
Our fee structure is unique to us as we strive to tailor our services for each client individually. We adapt price standards that are capable of fluctuating for each client. Clients may retain us for one or all of the above steps/services.
We are happy to customize a proposal for yours during a consultation. Please see the below information.
WHAT MAKES US DIFFERENT
At Tsang & Associates, we treat each client like a well-formed partnership and involve you in every step of the process. When retirement and legacy planning, we work together with you until you are satisfied with our services. By the end of our partnership, our goal is not only to help you find success but also to help you become an expert in your own case.
CASE PROCESSING OVERVIEW
Step 1: Strategy Session for Retirement Planning
Step 2: Starting Point Determination
Step 3: Creating a Retirement Plan
Step 4: Retirement Plan Review
Checklist of Documents
Frequently Asked Questions
SCHEDULE A SESSION
Easily pay the $250 consultation fee over the phone or through our email link.
If you would like to have a quick chat with our team before setting up the consultation, feel free to use the calendar on the right to book your 10 minute call.
In addition to retirement and legacy planning, we also specialize in other areas of family counsel. At Tsang & Associates, we treat you like family to ensure your family gets the full legal support needed. Check out our comprehensive services down below.
IT’S LIKE HAVING A LAWYER IN THE FAMILY
- As a family-owned law firm, we pride ourselves on taking care of our clients as if they are family. As your family counsel, we offer you the same support we provide our family, whether it is legal representation or problem-solving.
- A lawyer in the family provides you the comfort to pursue any endeavors and face any challenges when they arise.
HOW IT WORKS
Just like your bank account, you maintain $5,000 fully-refundable deposit in your own private Escrow Account. The money you deposit will go towards your billing services and you are able to take out the money anytime. If a problem arises, we assist and guide you if you have the $1,500 amount in your Escrow account. Also, when you have a family counsel with us, we provide exclusive service and fee deductions on additional legal services you might be interested in.
Situations happen. To protect your family from the negative and long term effects of adversaries, a family counsel can be tremendously beneficial and valuable. From real estate planning to responding to indentity theft, we are here to mitigate and prevent any lasting damages to the welfare of your family.
Planning ahead helps you build a life of stability and success.
If a problem arises, you have a trusted attorney you can rely on.
Leave a legacy for your children and pave the pathway for their success