Tax & Estate Planning

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