You Decide How
Your Money Lives On.
It May Be Hard to Talk About, but It Doesn’t Get Any Easier When You Aren’t Here.
Clearly thinking through your plan before a crisis is the best way to make sure your legacy and money are honored and preserved. We offer compassionate, expert estate planning guidance to help guide you through the entire process. We’ll help you understand your options, clearly define a plan and strategize ways to minimize costs and taxes.
Our estate planning team combines tax and financial strategies to help preserve wealth for future generations. Making sure you’ve taken care of everything helps ease the stress of losing a loved one, and you’ll know that everything you’ve worked for will continue to provide for those who matter most to you.
Financial & Retirement Planning
High Net Worth Tax Planning
Life insurance, gifting, and charitable strategies may reduce estate tax and maximize the after-tax wealth transfer of your beneficiaries.
Implementing appropriate beneficiary selections can potentially extend tax-deferral for future generations.
Asset ownership strategies, beneficiary selections, and wills and trusts should be consistent with your intentions and may help avoid probate costs or other legal expenses.
Getting you to where you want to be by removing any unnecessary risk and preventing costly mistakes.
We start by focusing on your individual and family goals, then proactively identify tax-saving opportunities.
When you’ve poured your heart and soul into your life’s work, the right plan is crucial to help your business live on.
A Refresher on the Trust Fund Recovery Penalty for Business Owners and Executives
One might assume the term “trust fund recovery penalty” has something to do with estate planning. It’s important for business…
Inheriting Stock or Other Assets? You’ll Receive a Favorable “Stepped-up Basis”
If you’re planning your estate, or you’ve recently inherited assets, you may be unsure of the “cost” (or “basis”) for…
The Importance of Pre-Death Estate Planning
By: Jen Danko Planning for the future is a responsibility we all share. One crucial piece of crafting a solid…
Your Estate Plan: Don’t Forget About Income Tax Planning
As a result of the current estate tax exemption amount ($12.06 million in 2022), many people no longer need to…
Proposed Regs For Inherited IRAs Bring Unwelcome Surprises
Back in late 2019, the first significant legislation addressing retirement savings since 2006 became law. The Setting Every Community Up…
Biden Administration’s FY 2023 Budget Plan Calls for Corporate, High Net Worth Individual Tax Hikes
The Biden administration’s fiscal year 2023 budget blueprint, released on March 28, consists of a mix of familiar proposals and…
Feeling Generous at Year-end? Strategies for Donating to Charity or Gifting to Loved Ones
As we approach the holidays, many people plan to donate to their favorite charities or give money or assets to…
Don’t Forget to Factor 2022 Cost-of-Living Adjustments into Your Year-End Tax Planning
The IRS recently issued its 2022 cost-of-living adjustments for more than 60 tax provisions. With inflation up significantly this year,…