Tax Planning

A retirement plan is often where individuals start planning for their future. The benefits afforded by those plans should be considered when planning for your legacy.

We advise clients concerning compliance with minimum distribution rules applicable to qualified retirement plans and IRAs and methods to postpone taxation of benefits. We also advise clients concerning selection of beneficiaries, including the use of trusts. Recent illustrative experiences include:

For more information on tax planning relevant to trusts, estates, closely held companies, and more, please contact the related professionals on this page.

 

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