13777 Ballantyne Corporate Place,
Every estate plan is unique and special for our clients because it is the ultimate culmination of years of wealth building and planning in a family. Often, the more diligent we are in our savings, the larger the legacy we leave behind. Estate planning itself is the ability for individuals and couples to have a say in what kind of legacy they leave into the next generation.
Our team has years of experience in reviewing and focusing on the financial aspects of the estate planning process. We work in collaboration with your legal team to help review, revise, and create the financial aspect of making these goals a reality.
Examples of information we would review:
We have found that those with potential estate issues are also the same people that have tax challenges, both during their lifetime and in their legacy planning. Our team specializes in financial tax strategies that may help our clients address such issues as: