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106 Apple Street - Suite 206

Tinton Falls NJ  07724

www.Twhale.com

phone  732 747-3930

fax  732-747-5081

tom@twhale.com

RETIREMENT & ESTATE PLANNING

• Assess a clients ability to retire by preparing budgets and projections.

• Assess shifting of income, exercising of options and severance packages prior to retirement.

• Coordinate with an estate attorney to assess the exposure of an individual to estate taxes.

• Address gifting and shifting of assets to minimize estate taxes.

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