Tax & Estate Planning
Protect what you've built with a coordinated tax and estate plan.
For pre-retirees and retirees, taxes are often the single largest lifetime expense — and estate errors can undo decades of saving in a single generation. For business owners, we solve major tax issues and eliminate unnecessary liabilities in collaboration with high-powered CPA firms.
For families & individuals
- Roth conversion strategies during low-income years
- Reducing lifetime Required Minimum Distribution (RMD) exposure
- Wills, revocable living trusts, and beneficiary coordination
- Multigenerational wealth transfer and legacy planning
- Charitable giving and foundation strategies
For business owners
- Entity structure review and profit-shifting strategies
- Executive benefit and deferred compensation plans
- Succession and buy-sell planning
- Cash balance and defined-benefit plan design
- Coordinated review with high-powered CPA firms
The Four Pillars
Everything an estate plan should cover.
Will
Directs how assets pass at death and names guardians for minor children.
Trusts
Revocable and irrevocable structures that avoid probate, protect heirs, and control timing.
Advance Directives
Durable power of attorney and healthcare directives so decisions reflect your wishes.
Beneficiary Design
Coordinated IRA, 401(k), insurance, and TOD/POD titles that override the will.