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Estate and Retirement Planning
Salmon Sims Thomas' estate and retirement planning professionals are experienced in providing solid, reliable estate and retirement planning advice that will save you money. We help people develop and identify their financial goals and assist in implementing their long-range plans. Our expertise includes estate planning, educational funding, retirement planning, trusts and family limited partnerships. We also understand that most people become overwhelmed when faced with decisions concerning wills, life insurance, taxes and estate planning options. Often, in the midst of such confusion, many people just do nothing and hope for the best. However, this is not the solution - by planning now, you can substantially increase the size of your estate passing to your family without changing your investments or buying additional insurance.
Salmon Sims Thomas has the personnel and expertise in estate planning to help you and your family avoid unnecessary taxes and save money. We have dealt with the many issues that confront you, so we are prepared to help.
Estate and Retirement Planning services include:
- Comprehensive Estate Plans
- Structuring Retirement Plan Distributions
- Business Valuations
- Business Succession Strategies
- Family Limited Partnerships
- Creditor Protection
- Effective Charitable Giving
- Gifting Strategies
- Children's Educational Trusts
- Preparation of Trust and Estate Tax Returns
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