Estate and Tax Planning

Estate Planning and Tax Planning are two critical aspects of our firm’s commitment to helping our clients sleep well at night.

Think about “estate planning” from this perspective: You have worked hard, paid your taxes, and have an expectation that what is yours is truly yours; and, that when you are ready for it to pass along to others that it will go to those that you have chosen to receive it. Unfortunately, in the absence of professional estate planning, your estate assets could be depleted by unnecessary taxes and your estate could end up in the hands of people or entities that you did not intend to benefit from your hard work. A successful estate and tax plan needs to take into consideration:

  • Wealth building and preservation planning
  • Funding your Retirement
  • Minimizing estate and/or gift taxes
  • Minimizing income taxes
  • Funding and administration of trusts
  • Asset distribution planning
  • Separate property issues for blended families
  • Community property issues for those that accumulated wealth while living in jurisdictions that recognize community property

A comprehensive estate planning strategy requires input and advice from a team of skilled financial, insurance, tax and legal professionals, all coordinated by our firm to ensure that you have the plan that is right for you.

Let us work with your legal and tax advisors or help you find the right advisors for you so that you can rest assured in the knowledge that what is yours is truly yours and that you know where your hard- earned assets will go at the time you pass them along; and, that, in the meantime, your assets will be there to serve your needs throughout your life. Should you need additional expertise in a specialized area, we can draw on our extensive network of financial professionals to get you the help you need.

This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.