Our seasoned professionals advise you on the tax implications of their current plan and provide advice on actions you can take to maximize the tax effectiveness.
Create Financial Milestones
Assisting individuals and families with tax planning to help them enjoy a financially-rich life. Reaching your financial goals starts with taking a serious look at your situation. We advise individuals on upcoming life events and your lifetime legacy goals to help determine the most appropriate plan for accomplishing your goals. We work to provide our clients with peace of mind by working as a team with them and their advisors (trustees, attorneys, insurance consultants, etc.) to ensure that they succeed in this process.
Build and Transfer Wealth Using Time
Long-term tax planning allows you to earn income for decades on taxes by deferring tax liability. We work to defer tax liability, so you start paying taxes on that income later in life when you normally are earning less and being taxed at a lower rate. Time also helps with gifting by allowing the donor to transfer wealth annually, which reduces their taxable income and enables financial resources to be shifted to anyone they wish to receive that gift. There are annual limits on gifting, which is why having time to implement a strategy can be a very effective wealth retention tool.