Succession, Retirement, and Estate Planning

Oftentimes, business owners are so caught up in the day-to-day operations of their companies that they struggle to find the time to plan for their future. Let our pharmacy team advise you in how to approach the risk factors as you consider retiring and transferring assets to the next generation. We can help you plan for a secure retirement, control estate taxes and administrative costs, and build a transition plan that works in both prosperous and lean times.

Our succession, retirement, and estate planning services include:

• Wealth Protection and Transfer
• Tax Planning, Consequences, and Projections
• Concentrated Wealth Solutions
• Insurance and Risk Management Solutions
• Estate Settlement and Administration
• Family Governance
• Alternative Valuations of Estate
• Bequests to Charity
• Business Valuations
• Special Tax Saving Elections
• Business Continuity and Restructuring
• Retirement Projections