Coldstream Wealth Management | Estate & Tax Planning
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Tax Planning & Estate Design

NAVIGATING TOMORROW’S LEGACY TODAY

Tax Planning & Estate Design

NAVIGATING TOMORROW’S LEGACY TODAY

WE HELP YOU
UNDERSTAND YOUR OPTIONS

and decide the best way for you to give and leave behind.

The plans have been laid, and now it’s time navigate the legal and tax jungle. We prepare you from the beginning with a forward-looking tax plan that aims to keep more money in your pocket during your living years while also arranging for an efficient transfer of your financial legacy down the road. Our talented team of planners works directly with you and your service providers (CPAs, Attorneys, and others) to structure your plans and portfolios to best fit your unique needs.

Preparing for tax & estate decisions:

  • IRA, Pension, and Social Security strategies
  • Strategies to defer or eliminate income tax
  • Manage MAGI vs. AGI
  • Choosing fiduciaries
  • Wealth transfer planning
  • Helping next generations succeed
  • Strategic philanthropy

WE HELP YOU
UNDERSTAND YOUR OPTIONS

and decide the best way for you to give and leave behind.

The plans have been laid, and now it’s time navigate the legal and tax jungle. We prepare you from the beginning with a forward-looking tax plan that aims to keep more money in your pocket during your living years while also arranging for an efficient transfer of your financial legacy down the road. Our talented team of planners works directly with you and your service providers (CPAs, Attorneys, and others) to structure your plans and portfolios to best fit your unique needs.

Preparing for tax & estate decisions:

  • IRA, Pension, and Social Security strategies

  • Strategies to defer or eliminate income tax

  • Manage MAGI vs. AGI

  • Choosing fiduciaries

  • Wealth transfer planning

  • Helping next generation’s succeed

  • Strategic philanthropy

WE HELP YOU
UNDERSTAND YOUR OPTIONS

and decide the best way for you to give and leave behind.

The plans have been laid, and now it’s time navigate the legal and tax jungle. We prepare you from the beginning with a forward-looking tax plan that aims to keep more money in your pocket during your living years while also arranging for an efficient transfer of your financial legacy down the road. Our talented team of planners works directly with you and your service providers (CPAs, Attorneys, and others) to structure your plans and portfolios to best fit your unique needs.

Preparing for tax & estate decisions:

  • IRA, Pension, and Social Security strategies

  • Strategies to defer or eliminate income tax

  • Manage MAGI vs. AGI

  • Choosing fiduciaries

  • Wealth transfer planning

  • Helping next generation’s succeed

  • Strategic philanthropy

A Coldstream Case Study:
Business Transition

A liquidity event’s success rested on a strategic mindset.  Pat hesitated to accept the fair market price offered for his family’s long-held business. He was concerned that, after capital gains taxes, what remained would not meet his family’s needs.

We worked with the investment banker to structure the sale so our client could defer paying the tax over several years. We also provided other tax-planning options to help preserve his gains, and designed an investment strategy that now more than meets his cash flow requirements.

A liquidity event’s success rested on a strategic mindset.  Pat hesitated to accept the fair market price offered for his family’s long-held business. He was concerned that, after capital gains taxes, what remained would not meet his family’s needs.

We worked with the investment banker to structure the sale so our client could defer paying the tax over several years. We also provided other tax-planning options to help preserve his gains, and designed an investment strategy that now more than meets his cash flow requirements.

Spotlight

Seattle Office Now Open

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and customized investment. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate. Sed metus orci, pellentesque ac scelerisque vel, bibendum accumsan purus. Ut hendrerit nisl turpis, ut tempor risus mattis nec. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate.

Seattle Office Now Open

Coldstream Wealth Management is an independent firm offering comprehensive financial planning and customized investment. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate. Sed metus orci, pellentesque ac scelerisque vel, bibendum accumsan purus. Ut hendrerit nisl turpis, ut tempor risus mattis nec. Lorem ipsum dolor sit amet, consectetur adipiscing elit. Nullam tristique ultrices vulputate.

Are you ready for

comprehensive, personalized

wealth management?

Contact us at any time to schedule a consultation.

© 2017 Coldstream Capital Management, Inc. & Rainier Group Investment Advisory LLC d.b.a. Coldstream Wealth Management. All data shown includes information from combined entities. All Rights Reserved.