Wayne W. Kollas, Inc.
retirement and financial  planning


Considerations for Estates under $650K

Considerations for Estates $650K to $1.3 Million

Considerations for Estates
$1.3 Million to $8 Million

Considerations for Estates Over
$8 Million
(Wealth Transfer Planning)

 

 

Many of our clients are successful business owners. As such, they must face a complex array of issues when coordinating their financial, retirement, estate and business continuation planning. To achieve optimal performance these pieces must be coordinated.

At Wayne W. Kollas, Inc. we have the expertise to meet you needs in each of these areas and 31 years experience pulling all the pieces together into one cohesive program. By doing this, you guard against unanticipated problems. For example, how would your family come up with $4-$5 million dollars to pay the estate taxes on your business that the IRS values at $10 million? Would they have to liquidate the business? What happens to your employees, partners and customers? What happens to your family if they no longer have a source of income from your business? We regularly help people like you to develop unique solutions to problems like these.


Please feel free to phone us at (888) 575-5445 or e-mail info@wwkinc.com. We would be happy to discuss your needs and how we may be able to assist you.

 

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Wayne w. Kollas, Inc. Business Services
P.O. Box 219040
Portland, OR 97225 USA
Phone: (503) 641-5445
Toll Free: (888) 575-5445

FAX: (503) 641-5449



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