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Retirement and Estate Planning Services

A comfortable retirement.

The best education.

Financial security for you and your loved ones.

When ensuring your family’s financial security, the stakes are high. You need a proven strategy in order to succeed.

Cobb Ezekiel Loy & Company, P.A. provides customized estate planning services designed to meet your individual needs. Our professionals assist in managing and conserving your estate while minimizing income and estate tax costs.

Our estate planning services include:

  • Income Tax Planning
  • Estate Tax Return Preparation
  • Insurance Planning
  • Successor’s Tax Return Preparation
  • Retirement Planning
  • Fiduciary Income Tax Return Preparation
  • Business Succession Planning
  • Minor Children Considerations
  • Charitable Giving Strategies
  • Lifetime Gifting Strategies
  • Asset Protection Planning
  • Eldercare Planning

Our professionals offer proven estate planning solutions designed to help you accumulate, conserve, and enjoy the benefits of your success — and ensure that maximum wealth is passed on to your family and loved ones. By customizing your estate and tax plan to meet your individual needs, our specialists can assist in managing and conserving your estate while minimizing income and estate tax costs.

The professionals at Cobb Ezekiel Loy & Company, P.A. understand what it takes to win.

For help with planning your retirement, contact Susan C. Ezekiel, CPA or Donald T. McBane, CPA.