Carefully Considered Estate and Tax Strategies
Virtually every financial decision has some tax implication and could affect your estate plan. Our process allows our advisors to work closely with your accountant and estate attorney to help you make decisions that help you reduce your current and future tax burden, reduce exposure to estate taxes and probate costs, and preserve your estate for your intended heirs.
A good rule-of-thumb is the evaluate your estate plan once every five years, or if there has been a significant change in your life.
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.