Tax and Estate Planning

Good tax and estate planning allows you to preserve your wealth so you can enjoy more income in retirement and pass more assets to your kids and grandkids.

I have a broad knowledge of tax, estate and charitable planning and can help you identify strategies for preserving and enhancing your wealth. By collaborating with a team of experts that I’ve assembled along with your other advisors, I’ll help ensure that all areas of your financial life are properly addressed.

As your advisor, I’ll help you answer questions such as:

  • How can I avoid probate?
  • Should I have a trust and if so, what type of trust or trust(s) should I have?
  • How can I reduce or avoid estate taxes?
  • How can I reduce or avoid income and capital gain taxes?
  • How can I maximize the impact of my charitable giving?

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