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 PIAM
will help recognize if the required funds will be there for you and your
family when you need them, by preparing customized projections and then designing
an appropriate compensation program for you.
Retirement Strategies
An increasing number of physicians are adversely
affected
by federal limitations on qualified plan contributions. Consequently it
is essential to determine whether a supplement to your qualified plan is
warranted.
Estate Planning
A well-developed estate plan could help prevent the federal government from
becoming your primary beneficiary. Working closely with your advisors, we
can help you select and implement a plan that will:
• Keep settlement of your
assets out of probate court
• Minimize taxes
• Allow distribution to children, trusts, etc.
• Prevent personally owned insurance from adding to estate taxes
• Address disability and healthcare decisions
• Allow charitable giving
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