What We Do
- Tax And Estate concerns
- Selling Highly Appreciated Assets
- Gifting Assets To Heirs And/Or Charity
- Capitol Gains Tax Issues
- Planning Philanthropy
- Estate Tax Concerns
- Concerns About Tax Code Changes
- Creating An Inspired Legacy
- Selling A Business (Now Or In The Future)
- Value-Based Estate Planning - Incorporating More Than A Financial Legacy
- High-Income Events
- Financial And Tax Overview
- Real Estate And Asset Options
- Teaching Heirs To Give Back
- Planning For What Is Next In Life
IRA Stretch Charitable Remainder Trust
A Charitable Remainder Trust (CRT) offers the perfect blend of giving and receiving. You receive regular income from your trust—either a fixed percentage or amount—during your lifetime or up to 20 years. Then, once the term ends, the remaining assets go to the charity of your choice, creating a lasting legacy.
Tax Efficient business Sales
We work with business owners to help them articulate their master game plan for life, strategize for the future, understand the structure and taxation of the sale, and use planning tools to help them keep more of their wealth.
Value Based Estate Planning
We guide families to look beyond their financial assets and inquire about what is important to them, what they are passionate about, who they want to benefit from their hard work, and what they want their legacy to be. We help them to start living their created legacy today, rather than at their demise.
Tax Advantaged Planning
There are many opportunities for individuals to do good planning and reduce their tax burden. There are strategies that help with Income Tax, or reduce Capital Gains Tax, or mitigate Estate Tax and some strategies can help on multiple tax fronts. Advisors rarely understand the all the possible strategies.