Retirement & Estate Planning
Retirement Planning
Successful implementation and periodic review of your financial plan will ensure long-term success.
Estate Planning
Having a proper Estate Plan ensure that your beneficiaries have an orderly transfer of wealth and assets. The proper plan will reduce tax implications and protect your wealth when transferred to you loved ones. For business owners, preparing for business continuity and succession of ownership is essential. Our experts will guide you through the process of getting your financial affairs in order.
Estate & Trust Tax Preparation
Effective estate and gift planning facilitates the orderly transfer of assets to your beneficiaries, provides security for your surviving loved ones, and can reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. We can guide you through the complex process of getting your financial affairs in order.
Pension & Profit Sharing Plans
Qualified retirement plans (e.g. defined-contribution or defined benefit plans, Keoghs, SEPs...) can provide significant tax advantages for closely held businesses and self-employed individuals. Our qualified staff can assist you in evaluating the type of pension plan that will best serve the retirement needs of you and your employees.
