Estate and Retirement Planning 

Find Safe Harbor for the Future

Protect your business, your retirement, and your heirs. Let us help you minimize tax exposure, both Federal and State. Your retirement and estate plans should work hand in hand with your business plan, so that everything goes smoothly when you are ready to retire or pass on the business.

Succession planning is particularly important for family and closely held businesses. We work together with several excellent attorneys in the area who specialize in these arrangements.