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HomeProvidersEstate Planners

Estate Planners

Display #
COM_CONTACT_CONTACT_COMPANY_LABEL Name Email Phone Suburb State
Goidel Law Group PLLC Wendy K. Goidel, Esq. 631-390-5600 Melville New York
Donlon & Associates, PC Joe Donlon, Esq. 516-522-8900 Garden City New York

Provider Categories

  • Estate Planners
  • Business Attorneys
  • Insurance Professionals
  • Accounting Firms
  • Business Brokers
  • Wealth Management Advisors
  • Alternative Financing Specialists
  • Valuation Experts
  • HR Attorneys
  • Special Needs Attorneys
  • Content Attributions
  • Trust Companies

Accounting

  • Financial Statements
  • Tax Strategies
  • Asset Allocations
  • Valuation
  • Acct Due Diligence

Legal

  • Legal Agreements
  • Legal Due Diligence
  • Corporate Structure
  • Transaction Structure

Estate Planning

  • Will & Trusts
  • Distribution
  • Tax Minimization
  • Timing and Control

Investment

  • Risk Adjusted Return
  • Tax Deferrals
  • Retirement Planning
  • Investment Mix

Insurance

  • Insurance Review
  • Buy-Sell Agreement
  • Disability Insurance
  • Investment
  • Compensation

Sales Transaction

  • Offering Memorandum
  • Value Maximization
  • Investment Banker
  • Business Broker

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DISCLAIMER: ExitArchitect.com has been created by Picus Enterprises, LLC in order to provide general information regarding the various options available to an owner to exit their business.  This information should not be taken as accounting or legal advice.  IRS tax rates and other regulations regarding transfer of assets change frequently and this website may not have the latest information.  Any person transferring assets should consult with a tax attorney or tax accountant regarding possible consequences of such transfers.