What Individuals and Businesses Need to Know About the Tax Cuts and Jobs Act of 2017
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Through effective retirement, estate, gift and trust planning, we work to minimize the taxes due at the time of retirement or death, and to provide the added security that your assets will be efficiently transferred to your beneficiaries and survivors. We also help business owners properly prepare for business continuity and the succession of ownership.
Our estate and retirement planning specialists work with you to understand your needs and help you manage and preserve your estate while reducing tax liabilities, including: