Tax Planning And Estate Design
The makings of a sound financial and special needs plan are now in place. But, any lifelong and successful plan incorporates forward thinking tax strategy. At all times, we maintain an ongoing knowledge of Congressional and Internal Revenue Service (IRS) regulations to ensure families are educated and able to take advantage of every tax credit, deduction, and exemption available to them.
Protecting your wealth for the future
We help families make investment decisions that consider possible tax implications, and identify scenarios for tax savings, always seeking to minimize their tax bill. Safeguarding your hard earned wealth, also requires that we stay current on ever-changing tax policy and anticipate any possible long term effects on your investments.
We aim to keep more dollars accessible to you during your lifetime, and ensure a seamless transfer of wealth to your loved one experiencing disability. Our team of planners works directly with you and your service providers (CPAs, Attorneys, and others) to structure your plans and portfolios to best fit your unique needs.