Estate Planning & Tax Strategies
We help clients in identifying potential estate planning issues and help draft financial plans based on the most current legislation and tax laws. Although we do not advise on legal matters or taxes our firm has developed strong relationships with qualified experts who can provide assistance.
These attorneys and CPA’s help to structure trusts, power of attorneys, and wills so that clients are consistent with their financial and lifetime goals.
We work in a complementary fashion with our client’s other trusted advisors to develop customized solutions to our clients estate planning and tax needs.
Gifting strategies are another important service we provide. We work with clients to minimize current and future tax liabilities and optimize charitable giving. This includes managing the assets in family partnerships and donor advised funds.
Tax planning and financial planning go hand in hand. We constantly watch for key tax issues and ways to reduce our client’s tax liability and we are proactive in bringing those solutions to our clients. We identify and recommend tax advantaged products, we work with clients to donate appreciated assets to charity in order to minimize taxes, and we monitor gains and losses in our portfolio reviews to balance tax implications. Let our team review your current situation to help you move forward in preparing a more tax efficient plan.