Individual Tax Saving Strategies
"Let our advance worrying become advance thinking and planning." ---Winston Churchill
A tax plan gives you confidence and peace of mind, knowing about what your tax liability will be and the tax impact of your financial decisions. Make an appointment today to get a plan designed specifically for you!
Estate, Gift and Trust Planning
Wealthy individuals and families are interested in minimizing estate taxes and transferring as much wealth as possible to future generations. We are proud to offer estate, gift and trust services to assist you in navigating the maze of wealth planning.
We believe that lifelong wealth planning is an integral part of your overall financial picture and that it's never too late to start. We will assist you with your basic estate, trust and gift planning needs by helping you strategize and plan for the allocation of your life assets and the legacy you will leave behind.
We can help you determine the various ways to pass assets to your children, grandchildren or to charitable organizations. We are knowledgeable and experienced in the areas of tax, estate and business succession planning, and will work with you and your trusted team of legal, insurance and investment advisers to outline strategies that will minimize estate and gift taxes while providing for your family's future needs.
This information is not to be considered legal or tax advice. Trusts are legal documents and must be prepared by your attorney to ensure compliance with federal and state laws. Discuss the individual tax ramifications of any financial decision with your Certified Public Accountant.