We will assist you in becoming better educated as to what assets will be needed for you to maintain your desired lifestyle in retirement. We’ll help in the following ways:
- IRA Distribution Planning
- Retirement Savings Estimation
- IRA Rollovers
- Roth IRA Analysis
If you’re a business owner, we will develop a formal succession plan that will leave no doubt about who will be in the essential ownership positions of your business in the future. Whether you have family involved in the management of your business or not, a succession plan helps protect and provide for your family, and gives direction to key employees.
While a good number of our clients have created a Will or have a living trust, the changes in the law in the last two years are significant enough to update your plan if you haven’t already done so. We would like to help you plan and prepare for these changes. And, if you are like most people and you haven’t yet created a Will, we would like to help you get this done.
Mergers and Acquisitions
We advise sellers in taxable and tax-free mergers and acquisitions. We perform due diligence, looking for business risks and exposure, and advise as to the tax ramifications of the transaction.