Tax & Estate Planning

Tax Planning—Are you paying too much in income taxes? We are not tax preparers, but we can work with your tax professional to find ways to avoid paying more than your fair share. We can review your current documents, sources of income, levels of qualified plan contributions, and suggest strategies to maximize your income tax situation. Consult your tax advisor before implementing any tax saving strategies.

Estate Planning—Will your heirs receive your estate in a manner that is fast and tax effective? Have you thought through the details? Establishing beneficiaries on your investments is a start, but looking at the total picture of your estate is very important as well. We are not attorneys, but we can work with your legal professional to address issues relating to estate tax minimization and trust, transfer of assets from death, powers of attorney, and advanced medical directives. Consult your legal advisor before implementing any estate planning techniques.