Douglas Spence & Associates CPAs | Estate & Retirement Planning
Careful planning at all stages of life can help maximize your benefits.
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Estate & Retirement Planning
Planning should be done throughout your lifetime to ensure you pass on your wealth to children and family members. Proper planning can help minimize tax and maximize your estate. We can assist you in developing a reliable plan and advise you on tax implications of your decisions.
Careful planning at all stages of life can help you better prepare for retirement. We can create customized retirement plans depending on your unique situation and your personal goals.
We can help you with:
- Tax optimization
- Estate administration tax (probate) minimization
- Retirement plan