Pablo wrote:
money from trusts, inherited properties, carrying paper, retirement, selling businesses, etc. One thing at a time I can handle, but I need to view too much as whole. A sharp person to keep me out of tax traps.
TIA.
you need a lawyer, a REAL financial advisor (NOT a financial salesman at edward jones/merrill lynch/wells fargo), and a CPA.
it is a huge mistake to trust a CPA with legal and retirement advice. it's not their area of expertise