Estate & Tax Planning

Estate planning is an important part of your legacy and making sure that your wishes come true. If your goal is to leave money to your family or a charity, we can help you plan for that. Do you need help finding the right place to create a Will or a Trust, we can help you with that too.

Tax planning, the obligation almost everyone complains about. We don’t mind taxes though, in fact the strategies we can come up with to help you understand your tax capacity and its impacts on your financial plan can be fun.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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Estate conservation is too important to put off. Do you have a smart exit strategy?

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What is your plan for health care during retirement?

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