An informal business valuation creates a foundation for smart planning decisions, using five commonly used valuation methods that we can help you uncover.

$21.9 trillion dollars are owned by individuals in qualified plans – including IRA’s, 401(k), pensions and profit sharing plans. Distributions from qualified plans are taxable to the recipient and a Required Minimum Distribution (RMD) is required at age 70 ½ for all qualified plans. For recipients under 59 ½ years old, there may be an additional 10% penalty tax due on distributions.

Many successful business owners do not need the taxable income from RMD’s to maintain their lifestyle and have not been informed of a solution….until now! With our Distribution Solutions, business owners can realize a 30-40% tax relief on distributions from qualified plans by implementing tax codes that most tax professionals are unaware of.

Life is unpredictable. You never know what's around the corner. LegalShield gives you the confidence of knowing whatever comes your way, your provider law firm is there when you need it. Putting a Big law firm to work for you is easy…without the Big bill.

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