Services

Over 100 Years of Combined Experience:

RETIREMENT PLANNING
Effective planning involves structuring business and personal assets to help ensure that you don’t outlive your retirement sources. You can build your retirement as part of an employee benefits plan or tailor a plan for yourself and key individuals.

ESTATE CONSERVATION STRATEGIES
Estate conservation strategies involves lifetime decisions regarding family, business, and charitable giving. A "trial probate" will confirm that your estate plan is tax-efficient and that it meets your distribution goals. Our value-added approach will show you how to not only leave a successful legacy but through charitable giving, to help ensure it is a significant one.

BUSINESS & SUCCESSION
The cornerstone of a successful business transfer plan is the selection of the appropriate entity and successor management. Implementing the plan requires designing integrated entrance and exit strategies, developing and motivating successor management, and pre-funding agreements to help eliminate risk in the event of death, disability and retirement.

EXECUTIVE/EMPLOYEE BENEFITS
Recruiting and retaining the key people who make your business successful is within your control: You can recognize key employees by tailoring an attractive incentive package in the form of benefits that continue to increase in value over time. What’s more, it is important that you develop a group benefits program that is coordinated with your estate and business.

Note: Any discussion of taxes is for general information purposes only, does not purport to be complete or cover every situation, and should not be constructed as legal, tax or accounting advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.