Estate and Retirement Planning

Accounting Services Estate Planning

At WMKL our goal is to ensure the estate and succession plan not only minimizes taxes but also considers the family, legal and business aspects of the business transfer.

Each family owned business is unique and each family has its own set of personal, financial and corporate goals. It is our responsibility to ensure all your goals are met. The following are some specific estate planning and retirement planning services that we offer to our clients:

  • wills and revocable living trusts
  • buy-sell agreements
  • qualified small business corporation planning
  • employment contracts
  • negotiations
  • business valuations
  • will planning
  • personal financial statements of net worth
  • retirement needs and cash flow analysis