Wealth Transfer

What is your legacy strategy for the people you love and care about? Without proper planning and guidance, estate taxes and income taxes can eat up a lot of your net worth and destroy the nest egg that you’ve worked so hard to build. Many people own pre-tax retirement accounts within their estate. These pre-tax IRA, 401k and qualified plans can be taxed, in some cases, as much as 85% of the value of the plan at your death! This means your heirs will give up much of what you’ve worked so hard to save and invest because of taxes! We specialize in strategies to show you how to leave the most to your heirs instead of the IRS. Have you put a tax strategy in place for your IRA, 401k or qualified plan? Let us help and show you all of your available options. Please complete the form on this page to learn how you can protect your legacy from the tax man!

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- 401k & IRA Pension Rollover
- Retirement Planning
- Investment Management
- Long Term Care & Life Insurance
- Social Security Maximization
- Wealth Transfer, Estate Planning, & Charitable Giving
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Estate Planning

Did you know that just having a living trust in place is not always the answer? Each state is different and has different laws in place that need to be taken into account when structuring a living trust. Also, do you know which accounts and items in the estate should be titled to the trust and which accounts and items should not be titled to the trust? Not everything should necessarily be titled to the trust. Did you also know that a living trust does nothing to reduce your taxes now or when you die? It can give clarity and avoid probate in many cases, but it does nothing to reduce or eliminate taxes! You need a tax strategy along with a properly designed living trust. Our estate planning team can consult with you on ways to lessen the tax burden while improving the inheritance for the people you love and care most about. Please complete the form on this page to learn how you can protect your wealth from the tax man! Please complete the form on this page to learn how you can protect your legacy from the tax man!

If you are philanthropic and enjoy seeing the positive results that a charitable gifting arrangement can bring to others in need, a properly designed charitable strategy can provide you personal joy and fulfillment.

However, charitable giving strategies are not just for philanthropic and charity minded individuals. There are important income tax benefits that a properly designed charitable gifting strategy can provide to you right now and to your heirs when you are gone. Did you know that with the right charitable gifting strategy, you can sell appreciated assets tax free and still control the proceeds and create an income for yourself or your heirs for many years before the charity ever receives a penny of your money? Did you know that you could sell highly appreciated art, stock and real estate…all tax free with the right charitable strategy in place and still control the proceeds while you are living and receive income from these proceeds for the rest of your life? Did you know a properly designed charitable strategy can afford you huge tax deductions that can reduce or eliminate taxes on your annual income for several years? Did you also know that the right charitable strategies can also offer layers of asset protection, so that if you are ever sued or your assets get liened, the money in your properly designed charitable strategy is off limits to creditors and the courts? Please complete the form on this page to learn how you can sell appreciated assets tax free, generate huge income tax deductions and receive income for life!

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Wealth Transfer, Estate Planning & Charitable Gifting

Wealth Transfer

Wealth Transfer

Which service are you interested in?

Estate Planning

Charitable Gifting