Tax and Estate Planning

Tax and Estate Planning

Paying attention to the fine print.

Estate planning is the process of making plans for the management and transfer of your estate after your death. It often includes the creation of key documents that help to minimize taxes, avoid probate, protect assets, transfer assets and avoid family conflict in the distribution of assets and personal belongings. 

Estate Planning has many aspects, including:

  • Minimizing estate tax, gift tax, income tax and other taxes.

  • Preparing a Will and Power of Attorney and Advanced Healthcare Directives 

  • Developing Trusts 

  • Establishing Guardianship 

  • Designating beneficiary’s 

  • Protecting assets from creditors and/or divorce 

  • Long term care and Medicaid planning 

What We Do

Client Access

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Investment Management

We create a high-quality team of competing investment strategists, each bringing a unique approach to asset allocation and investment decision-making.

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Retirement Planning

Retirement planning is the process of creating a realistic strategy for funding your retirement.

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Goal Planning

This Is the process of translating your values and priorities into the tangible outcomes you want to achieve.

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Behavioral Coaching

To varying degrees, we are hardwired to avoid pain, play it safe, and pursue pleasure. We provide coaching and reassurance so you can feel calm when the markets are not.

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Cash Flow Budgeting

These are tools to help ensure you achieve your goals by closely aligning income and expense expectations.

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Contingency Planning

Contingency planning is intended to mitigate the impact of unintended events such as job loss, property damage, healthcare issues, or loss of key employees of a small business.

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