Financial and Estate Planning Services

As a member of your team, we can work with you to preserve your personal wealth. Estate tax is no longer an issue that affects only the very wealthy. Considering the value of your home and life insurance, your estate may be facing a significant tax. The services we provide include:

Net worth analysis

Retirement planning through tax-deferred retirement plans or other savings vehicles such as Roth IRAS

Gifting plans

Family business succession

Tax planning and avoiding probate through trusts

Estate and trust tax return preparation

Evaluation of insurance needs