Tax and Estate Planning

We collaborate with our client’s accountant, attorney, and other financial advisors to provide a clear and comprehensive financial picture. We use The Lifetime Financial Solution™ as a tool for tax & estate planning.

We analyze and look at the tax and estate implications of different scenarios related to

federal estate tax

trust and partnerships

gifting and gift tax

wills and beneficiaries

We help you mitigate tax implications when significant life events occur.

marriage, divorce and remarriage

death

retirement

estate

charitable contributions

We collaborate with your CPA, attorney, and all others involved in your financial life.
The Lifetime Financial Solution™ is a powerful tool used to look into the future to predict what your estate will look like when it’s passed down to your heirs. Using information from your unique situation, we can see what your estate will look like if the status quo is maintained. Then, we tweak inputs to visualize what it will look like if you change XYZ.
CPAs look at the short term. Attorneys look at wills & trusts. We combine these two and provide a holistic picture and options so you can take control of your estate and leave the legacy you want.
We will show you your best options for minimizing taxes and maximizing the benefits to your heirs.

10 Things To Consider When Planning To Transition To Retirement

In this free report, we’ll explain what you can do to prepare for a successful transition to your golden years.

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