Retirement Planning

Attorney Roberta A. Schreiber has more than 30 years of experience providing advice for clients in North Reading, Massachusetts, Middlesex County, Wilmington, Lynnfield and Wakefield who are retiring, planning to retire, or simply trying to deal with the issues or problems that arise as they grow older, including the following:

  • Selling the family home and moving to a condominium or Senior Living Community or Assisted Living facility
  • Planning a second or third marriage
  • Buying a time share or vacation home
  • Dealing with the financial concerns of retiring, including making decisions about when to start taking retirement and Social Security benefits
  • Obtaining a reverse mortgage if necessary to pay your living and medical expenses
  • Caring for a spouse after a stroke or other debilitating illness
  • Finding and paying for home health aides and other services provided by Elder Services Agencies, MassHealth and Veterans Aid and Attendance programs
  • Worrying about paying for future medical costs and nursing home care
  • Dealing with the death of a spouse
  • Changing your legal residence to another state to avoid paying estate taxes
  • Planning to pass on the family home, vacation home, or family business to younger family members now or in the future

Call 978-664-2552 or contact us online to schedule your appointment.

Experienced North Reading Retirement Planning Attorney

As an experienced estate and retirement planning lawyer, Roberta will work with your accountant and financial adviser, to provide the following services:

  • Advice in making contributions to and withdrawals from your IRA, 401(k), 403(b), Simple IRA, Keogh and other tax-deferred tax accounts
  • Drafting Prenuptial Agreements
  • Obtaining retirement funds, life insurance and other benefits after the death of a spouse
  • Making the most of the exemption from capital gains from the sale of your primary residence
  • Planning to pass on your family home, vacation home or family business to younger family members in a way that minimizes gift and estate taxes
  • Reviewing contracts for Senior Living Communities, Assisted Living Facilities and Nursing Homes
  • Recommending and reviewing Long-Term Care Policies that will pay for future in-home health care, an assisted living facility and nursing home costs
  • Reviewing your finances, making recommendations, and assisting you in obtaining benefits through your local Elder Services Agency, and the Medicaid (MassHealth) and Veterans Aid and Attendance programs to pay for in-home care, an assisted living facility, nursing home care, or other long-term medical costs
  • Advice and assistance in establishing a legal residence in another state to avoid paying estate taxes
  • Updating your Will, Trust, Power of Attorney, Health Care Proxy and other estate planning documents
  • Establishing an Irrevocable Income Only Trust or deeding your home to your children, with a reserved life estate, when appropriate to protect your assets from future nursing home costs

Retiring Soon? Contact an Experienced North Reading Lawyer for Help.

If you will be retiring soon, are planning to retire in a few years, are thinking about moving to a Senior Community or assisted living facility, are concerned about paying for future living expenses and medical costs, or simply have questions about the issues you face as you grow older, and want to know more about your options, Attorney Roberta Schreiber can help.

Contact us to schedule an initial consultation with Attorney Schreiber.

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Roberta A. Schreiber, P.C.
Suite 108
348 Park Street
North Reading, MA 01864-2153

Phone: (978) 664-2552
Fax: (978) 664-9227
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