Wealth Management
Build a plan that takes care of you—and generations to come.
Whether you need help with financial planning or you are looking toward retirement, it’s important to have Abdo’s knowledgeable guides to help illuminate the path ahead.
Abdo expertise helps our clients build plans for retirement, as well as ensuring that loved ones will be cared for as well. Our partnership with OneDigital provides personal wealth management and retirement planning consulting. The integration of our accounting, tax and advisory services with OneDigital’s wealth advisory services helps us provide individuals and businesses with solutions to grow, protect and transfer wealth.
The advisors at OneDigital can collaborate with your Abdo team to develop your financial plan, analyze your investment portfolio, and create a clear vision for the future of your assets.
Abdo Insights
A behind-the-numbers view of best practices and holistic thinking.
Addressing adopted children or stepchildren in your estate plan
To ensure your desired treatment of adopted children or unadopted stepchildren, you and your spouse or partner must clearly communicate your plans through wills, trusts and other estate planning documents.
When should you turn down an inheritance?
If you expect to receive an inheritance from a family member, you might want to use a qualified disclaimer to refuse the bequest, saving gift and estate tax while redirecting funds appropriately.
Abdo expertise
Guiding you to the best way forward
Our experience delivers proactive problem-solving for any challenge.