We gather information about you and your specific wants, needs and goals. Only after that, are we able to begin the process of addressing these areas and finding the appropriate solutions. Retirement planning has dramatically changed. At one time, it was easy to set a goal of a specific rate of return on your investment, but with an aging population and changing lifestyles, today we need to manage these plans on the probability of living much longer and lifestyle modifications.
Most people would agree that they want as much of their estate as possible to go to their designated beneficiaries and as little as possible to the government. A properly developed estate plan will assist in lowering potential taxes due at passing and speed the process of estate distribution. We are here to help you address this issue and work with your accountant and lawyer if needed.