“How do you plan retirement for a couple who is 10, 15 or 30 years different in age? Retirement planning is personal – no two couples are alike. However, “May-December” relationships pose unique retirement planning challenges.
Most married couples have a small age difference (less than three years). About five percent of first marriages and 20 percent of second marriages involve couples with an age difference of at least 10 years according to Pew Research.”
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Estate Planning Practice
Estate planning is concerned with the use, conservation and disposition of a person’s property and wealth. The Marsalese Law Group offers expert advice in the areas of estate planning and trust administration. Our estate planning experience is sought by closely held businesses, families and individuals. Entrepreneurs frequently retain our services to coordinate personal, business and estate planning and deal with financial issues in ways that benefit both the family and the business.
The Marsalese Law Group has an active and sophisticated trusts and estates expertise in the handling of all types of estate planning matters, with emphasis on last wills and testaments, revocable and irrevocable trusts, life insurance trusts, special needs trusts, qualified personal residence trusts, family limited partnerships, durable powers of attorney, advance medical directives, and other related estate planning documents.
The Marsalese Law Group also advises clients on other common planning matters include lifetime gift programs, charitable split interest trusts, off-shore trusts, private foundations, grantor retained annuity trusts, generation-skipping transfer tax planning, and life insurance planning, including irrevocable life insurance trusts and split dollar arrangements.
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