Retirement & Estate Planning

In many cases a multitude of advisors may be providing you with advice regarding your retirement and/or estate plans, wills and trust agreements. SKP can function as your quarterback, ensuring that all of your advisors are following the same game plan.

While every situation is different, generally our goals are to:

  • Ensure a worry-free retirement
  • Minimize estate taxes
  • Preserve your assets
  • Pass your assets, tax efficiently, to the beneficiaries of your choice
  • Preserve family harmony after you are gone.

In the event of a death, SKP will be standing by to help your family prepare the probate documents, the estate inventory and all of the necessary estate and fiduciary tax returns. As a trusted advisor to your family we can be of invaluable assistance with personal tasks during this stressful period of loss.