Estate & Tax Planning

What is the purpose of money for you? Stacking up money for the sake of stacking up money is a useless proposition. For some people money means freedom or security. For others money allows the ability to change – maybe that’s societal change or creating purpose in heir’s lives and how they approach wealth.  Estate planning is not as simple as what happens when I die? Rather, what do we truly want to achieve after our time has gone.

It’s not always a matter of what you make, but what you keep. All good financial plans need the left hand talking to the right hand. Your CPA, Attorney, and planner must be on the same page. Great plans are forward looking and not rearview gazing. We will be the financial quarterback to implement planning early and well. These strategies can shape not only your financial plan, but your life plan.