When you start thinking about planning your retirement, your most common concern is that you outlive your money.

We can determine the right sum of money that will allow you to live financially independent to ensure that you don’t outlive your wealth and that your retirement years are spent in comfort and security.¬†When you can no longer operate your business due to health or personal reasons, we can implement an exit-strategy for your business.¬†Whether you choose to sell your business to a potential client or pass your business to your heirs, effective estate planning can minimize taxes on death, leaving more for your future generations.

Your comprehensive estate plan may address:

  • charitable giving
  • exposure to foreign taxation
  • estate administration
  • family trusts
  • wills
  • compliance for estates
  • annuities