Tax and Estate Planning
Preserve and Protect Your Wealth for Yourself and Future Generations
Building wealth is only part of the equation. Keeping more of it, and ensuring it is transferred according to your wishes, requires thoughtful tax and estate planning.
We believe your investment strategy should never exist in a vacuum. Every financial decision has potential tax and estate implications, which is why we integrate tax-aware investment management and estate planning coordination into your comprehensive financial plan.
We Serve as Your Partner Throughout Your Wealth Journey
Our tax and estate planning solutions provide you with a more integrated experience throughout your journey with emphasis on tax efficiency, protection of your assets, and a seamless and tax-efficient distribution of your assets to your loved ones after you’re gone.
Estate Planning Coordination
Estate planning is about more than deciding who receives your assets. It's about protecting your family, preserving your legacy, and helping ensure your wishes are carried out efficiently.
We collaborate with your estate planning attorney to help coordinate financial decisions with your estate documents and long-term objectives.
Beneficiary
Review
We help you ensure your beneficiary designations remain aligned with your current wishes and overall estate plan.
Legacy
Planning
Helping you define how you want your wealth to benefit your family, future generations, and charitable organizations.
Asset Titling Review
We help you evaluate optimal asset ownership and titling to support your broader estate planning objectives.
Wealth Transfer Strategies
We help you identify opportunities to improve the efficiency of transferring wealth while reducing unnecessary tax consequences.
Key Estate Planning Elements
The following are examples of key elements of estate plans. As applicable and when structured thoughtfully to work together, these elements can help you protect assets, manage division of assets, minimize probate assets, maintain your family's privacy, minimize estate taxes, and pass along more wealth to your beneficiaries.
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Wills
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Durable Powers of Attorney
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Healthcare Powers of Attorney
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Living Wills
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Revocable Living Trusts
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Irrevocable Trusts
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Credit Shelter Trusts
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Life Insurance Trusts
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Charitable Trusts
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Special Needs Trusts
Tax-Efficient Wealth Management
Taxes are one of the few variables investors can actively manage. While no one can eliminate taxes entirely, thoughtful planning may significantly improve long-term after-tax outcomes.
Investment Management
We build and manage portfolios with an emphasis on long-term tax efficiency through asset location, tax-conscious trading, and strategic portfolio management.