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| RETIREMENT | ||||||
At The Hale Law Firm, we consider retirement planning
a critical part of estate planning because we recognize that assets accumulated
throughout a career constitute a significant portion of a person’s
financial worth. If managed properly, these assets can be passed on to
future generations. Preserving Wealth Through Tax-Savvy Management The laws pertaining to retirement plans are complex
and must be followed carefully to minimize tax liability. Working closely
with clients and their financial advisors, we counsel clients on using
tax planning techniques and other tools to help them grow wealth. As an
example, we routinely prepare Stretch IRA Trusts to ensure continued tax-deferred
growth of retirement benefits for future generations. We also monitor
the potential impact of legislation, cases, and rulings on retirement
benefits, in order to plan most effectively. Depth of Experience John D. Hale, a former financial advisor with the Wall Street firm of Morgan Stanley, DW, Inc., is uniquely qualified to assist clients in developing a well-coordinated estate and retirement plan. The Hale Law Firm, P.C. represents clients throughout Texas, including: Waxahachie, Red Oak, Midlothian, Ovilla, Glenn Heights, Ferris, Ennis, DeSoto, Lancaster, Duncanville, Cedar Hill, Dallas, Mansfield, and Grand Prairie.
FREE INITIAL CONSULTATION Call 214.446.5080 for details... 1-888-425-3911 |
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| © Copyright 2008 •The Hale Law Firm, P.C •100 Executive Court, Ste. 3 Waxahachie TX 75165 |