You have worked hard to obtain your law degree and are now reaping the rewards of a higher income and the resulting complications it can bring about. Whether you are a sole practitioner, a partner in a small or large firm, working for a corporation or a current / retired judge, we can help you minimize your tax exposure and show you how to maximize your wealth building. You also receive the following:
- An assessment of what you can expect for your retirement income, matching up your must have expenses and your discretionary expenses to guaranteed sources of income and variable sources of income.
- Asset allocation review and management of your current IRA, Roth IRA and company retirement plan accounts with an emphasis toward drawing income from the accounts.
- Estimation of secure retirement income sources like social security, pensions and annuities.
- Projection of funds to supplement your secure retirement income plans for your discretionary expenses.
- Compete analysis on setting beneficiaries for each account, what could be owned in a trust, what could have direct beneficiaries, what are the tax implications of all the strategies.
- Insurance analysis, are your risks covered?
- Assessment of other goals like saving for children’s or grandchildren’s education.
Using our experience since 1992 in working with legal professionals may be beneficial to you in accumulating, managing, preserving and finally distributing the wealth you build. Call us at 480-503-1084 to schedule your complimentary, no obligation consultation.
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