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Retirement & Estate Planning

Retirement and Estate Planning

With planning, you can substantially increase the size of your estate without changing your investments or buying additional insurance. Salmon Sims Thomas’ estate and retirement planning professionals are experienced in providing solid, reliable advice. You can have peace of mind about your estate because we help you identify and develop your financial goals and assist in implementing long-range plans. We also understand that decisions concerning wills, life insurance, taxes and estate planning can be overwhelming. The biggest mistake is to do nothing and hope for the best. Our goal is to help you and your family plan accordingly, avoid unnecessary taxes and save money.

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