Consideration of tax and estate planning strategies is integral to the management of your wealth. Throughout our relationship, we will always strive to understand how your family’s objectives impact the overall structure of your financial assets. This includes paying close attention to legislative changes coming out of Washington and how they might affect your financial situation. We will work with you and your attorney and/or accountant in an effort to ensure your objectives are met and to provide a holistic view of your wealth.

Examples of tax and estate planning strategies that we typically consider, along with input from other family professionals where appropriate, include:

• Review of your current estate plan (e.g. will, trust, medical directives, POA, etc.)
• Charitable Giving
• Strategies to help reduce taxable income
• Gifting strategies
• Withdrawal strategies in retirement
• Year-end tax planning
• Sale of a business
• Trust Strategies
• Donor Advised Funds