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Tax & Estate Planning

Strategic planning is key to accumulating and preserving your wealth.

We can help you with tax strategies for today, estate planning strategies for the future, and re-evaluate those plans as your circumstances or laws change. Your Advisor will act as a fiduciary for you and present you with all of your options, including alternatives so that you understand and are comfortable with your choices.

We work as a team with you, your attorney and your accountant to make sure all of your bases are covered.

Tax Mitigation Strategies

  • Comprehensive review of your tax return to identify possible alternatives to lower your taxes
  • Helping reposition investments to take full advantage of tax law provisions
  • Advising on gifting and philanthropic planning
  • Collaborating with your tax and legal advisors to help you meet your financial goals
  • Analyzing and optimizing your Alternative Minimum Tax (AMT) exposure

Estate Planning Strategies

  • Providing gifting strategies that reflect your values
  • Assisting with incapacity planning for you and your family
  • Helping minimize expenses and taxes when distributing property at death
  • Creating strategies for optimizing liquidity events for businesses or stocks