the preparation of foundational estate planning, including the use of customestate planning tools such as life insurance trusts for asset protection and estate tax planning, charitable remainder trusts, special needs and supplemental needs trusts for special needs persons, and the Retirement Plan

peers and opposing counsel for their professionalism and efficiency. Our law firm covers all of Brevard County Mediation Sexual Harassment Social Security and Disability Tax Law Trademarks Wills, Probate, Estate Planning Unpaid Wages and Overtime Law

family and business. As a Texas board-certified estate planning and probate specialist, certified by the Texas Boardhelp with strategies to help you minimize your taxes now and for your heirs and beneficiaries laterand representation of your commercial and residential real estate investments should not be left to less

, and tax efficient. We serve as investment counsel for three general categories of clients: individual investors, retirement plan sponsors for our expertise on fiduciary issues. Specializations: Retirement planning, Asset Management, IRAs, Risk Management, Wealth Preservation, Charitable

businesses, and much of our work focuses on taxes and accounting. But we believe we set working with individuals to help them with financial planning, estate planning and elder care. We work with our clientsfor their children's education, helping them with estate planning and taking care of their aging parents

Financial Planning Bookkeeping Tax Planning Estate Planning Insurances Investments Real Estate Financing Real Estate Consulting Loan Modifications/Short Sales Business Formations Business Law Mortgages

after the dissolution of your marriage or for tax purposes, a business valuation can play a key Services also consults in matters such as succession planning, estate planning.

we guide people with a 7-Step Financial Planning Process to help those unsure about their financial mind they deserve. Retirement Planning Strategies Wealth Preservation Strategies Estate Planning Strategies Intergenerational Planning Retirement Plan Distribution Insurance Tax Planning Strategies Investment Management

. specializes in estate planning, trust administration and probate law. We help clients avoid probate and minimize estate taxes by establishing take over a family business through proper succession planning and buy-sell agreements.

a business law problem, want to draft an estate plan, or do anything similar, they can guide you a wide variety of practice areas, including tax law, business law, estate planning, and more. No matter how complex

clients clarity and peace of mind concerning their tax and financial affairs. We offer independent expert include: Financial Consultant, Financial Planning, Tax Preparation, Investment Service, Business Management Consultant, Retirement Planning, Income Protection, Insurance Planning, Estate Planning, and Business

: 1. Filing tax returns, 2. Tax strategies (individual and business) Financial Planning and Insurances Services: 1.Tax-Reduction Planning (personal and business/SIMPLE IRA/Roth IRA/Pension plans/Tax-Free Retirement plan 4.Guaranteed Lifetime Income Plan 5.Estate Planning & Legacy Preservation (personal and

Financial Advising Estate Planning Financial Services Money Management Business Start-ups Business Growth and Expansion Tax Strategies and Accounting Procedures Asset Protection Entity Formation (LLC, LP, S Corp, Trusts, Etc.)

improve their long term financial success. Our tax efficient, customized programs are designed to grow and service. We are dedicated to offering comprehensive planning without the proprietary product bias that hasin the financial industry. Our team of Tax and Estate Professionals, collectively have the knowledge and

IRA/Roth IRA/Pension plans/Tax-Free Retirement Plan 5. Personal Pension Plans/Guaranteed lifetime income 6. Estate Planning & Legacy Preservation (personal Term Care & Living Benefits & Disability Income Plan 9. Tax-Free College Funding Plan If you need answers to your

help with your business, real estate, settling a dispute, or establishing an estate plan, WL can assist. WL is on your matter quickly, and completing your matter efficiently for an affordable cost.

include: * Retirement Planning * Investment Management * Tax Planning & Tax Strategizing * Tax Preparation * Roth Conversion Analysis * Cash Flow Planning * Estate Planning * Multi-Generational Planning * Social Security Optimization

tax efficient strategies and solutions. Accounting / Bookkeeping Planning & Preparation IRS Audit and Tax Resolution Payroll Services Financial Planning Service Investment Management Estate Planning

), Corporations (1120), and Sales Tax Returns (941). In addition, we offer Estate/Trust Tax Preparation, Estate Attorney services, Audit Representation taxpayer's assets as well as constructing payment plans, appealing penalties, and preparing Offers-in-Compromise. Our

and protect their wealth by efficiently managing their taxes. We guide our clients from employees and are highly skilled in tax planning and preparation. We also provide accounting including income tax planning and preparation, payroll services, sales tax, personal property tax, and retirement plan establishment and