Coordinating Your Disability And Retirement Options

For most working adults, there are numerous retirement and benefits options available. It is a challenge to manage the complex details of any one of these possible retirement or disability solutions. Failure to coordinate these financial instruments properly could result in significant loss of potential income.

Our attorneys have the knowledge needed to help you understand your options to coordinate your retirement and disability plans efficiently. At Gatewood & Cornaghie, our lawyers focus the bulk of their practice on helping clients obtain and coordinate Social Security Disability (SSD) benefits in a variety of contexts. Our clients in the Memphis, Tennessee, area appreciate our ability to understand how these complex options work together.

The Financial Planning Help You Need

We help clients with legal matters related to:

  • ERISA long-term disability: The Employee Retirement Income Security Act of 1974 (ERISA) is a set of laws that provide protection for people in their work-based retirement plans. We have a thorough understanding of ERISA laws, so we can help you protect your rights and interests in retirement.
  • Social Security retirement: Although the system has taken on many other roles over the years, Social Security is primarily a retirement plan for qualifying Americans. We can help you determine if you are eligible, help you obtain your Social Security retirement benefits and assist you in coordinating them with the rest of your retirement plan.
  • Other retirement systems: Most Americans have pension plans and retirement plans outside of those they obtain through their employers.

When it comes to multiple retirement options, there are unique issues of timing, taxation and coordination as well as estate planning considerations. Our experienced lawyers understand these complex systems, so they can help you navigate the challenges ahead.

In addition to the practice areas outlined above, Attorney Gatewood also handles family legal matters, criminal matters, personal injury matters, and wills.

Contact Our Lawyers Today

The best thing to do is to start planning early so that all your financial options are coordinated into one comprehensive plan. Call us today at 901-454-9888 or contact us online to schedule your free initial consultation.

Get Help From A Local Attorney

You do not have to leave your hometown to get help with Social Security or another benefit-related matter. Call Gatewood & Cornaghie today at 901-454-9888 to set up a consultation. You may also contact us by filling the online form below.

Free Consultation