Estate and Retirement Planning


Don’t wait until it’s too late. Whether you’re planning for your retirement or the worst case scenario, you don’t want to arrive at that moment unprepared or without a strategy to supply for your family or business if something were to happen to you. Let Miller & Company help facilitate the transfer of assets to your beneficiaries and provide security for your surviving spouse. Estate planning and individual wealth planning can also reduce or eliminate the tax due on the transfer of your business and other assets. For business owners, providing for business continuity and succession of ownership is essential. Let us help you get all of your financial affairs in order.

Retirement Planning

Are you confident that you can retire at 66? 70? With Miller & Company, you can be confident that your hard work and savings will pay off when you’re ready. We will implement and review your retirement plan to keep you on track so you can enjoy financial independence in retirement.

Request an appointment

Meet with one of our CPAs in Wilmington or Burgaw to begin the estate planning process.