Estate Planning for Physicians

Are You Planning to Retire?
Like everyone else, you want to save enough money to live comfortably when you retire. It's possible—if you prepare. And no matter what your age, the time to begin that preparation is now.

A Great Way to Boost Retirement Income
Here's the problem: Physicians and others who earn significant incomes during their working years often find they have extra money they would like to set aside for their retirement.  But because of the limitations on retirement plan contributions, they cannot save this money on a tax-advantaged basis. What is the solution?

Save Estate Taxes and Avoid Probate With Trusts
A humorist once described estate planning as a means of passing from this world into the next without passing through the Internal Revenue Service. While this comment is meant to be funny, there is some truth in it.

For additional information on gift planning, contact Susan Damiani, Director of Gift Planning, at (718) 990-7562 or e-mail damianis@stjohns.edu