While we do not provide tax or legal advice, we become partners with your independent tax and/or legal advisor and will work with them to create a plan tailored to your specific needs.
Why a conservation easement might be something to consider.
Have you ever considered a Charitable Remainder Trust?
Is Your Deferred Comp Plan working for you?
Why a life settlement might be a good idea for you.
Some of the areas we can assist with include:
Private Pension Plans Capital Gains Taxes State of Residency Retirement Plans Leaving a Legacy Retirement Income