Estate & Tax Planning

  • IRA & Retirement Plan Distributions
    • We help our clients organize and consolidate their many IRA accounts and develop a written plan to ensure that their required minimum distributions are being met and won’t be subject to government penalties.
  • Optimizing Family Gifts
    • We work with you and your tax advisor to maximize your gifting program to minimize the Estate Tax bite.
  • Optimizing Charitable Gifts
    • Many of our clients are philanthropically inclined and are looking to make gifts now, and in the future, to those organizations close to their heart. We show you how to leverage your gifts.
  • Estate Tax Minimization Strategies
    • In conjunction with Estate Planning Attorneys, we help you develop the most cost and tax efficient strategies to create enduring Legacies of Love to those closest to you.