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SERVICES PROVIDED
Planning and plan structuring for retirement
is tied to the intent of the corporate owners, i.e., do I have a plan that
will maximize benefits for my retirement? The law is complex in this area,
but does offer numerous combinations. Of utmost importance is ensuring that
your retirement plan is considered qualified by the IRS.
Estate planning is broader in scope and includes the assets and
on-going income stream of the business.
Therefore, planning the continued structure of the closely held
corporation is essential to estate planning. Once a plan is formed, a
periodic review of the estate plan should be conducted to be certain that it
continues to fulfill specific goals for the distribution and transfer of
assets. Day to day life situations and changes in the tax law impact estate
plans. Our personnel can assist with detailed projections of your estate and
the estate of other key stockholders.
Retirement and estate planning is broad in
scope. The personnel at THE
CENTER will:
 Develop a retirement strategy for you.
Determine the estate tax consequences.
Analyze asset transfer with action
recommendations.
Draft the legal documents.
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