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Every dollar counts when you’re planning for your children’s future as well as your own. That’s why we combine tax strategy and family wealth planning, focusing on what you need for your lifestyle, what you aspire to for your family, and what you envision for your legacy.
Through the four successive levels of our service platform, we provide a one-stop financial experience for families, from education planning to wealth transfer.
Our comprehensive discovery exercises help to uncover crucial priorities that are often overlooked in the planning process – such as personal values and the legacy you envision for future generations.
The Financial Life Plan incorporates all aspects of your wealth, and with our unique tax-oriented approach, we also ensure that tax strategies are integrated throughout. This life-oriented approach to wealth planning is often particularly valuable for families, who have numerous priorities and options to consider.
We regularly share strategies, ideas and tips to help you build and manage your wealth tax-efficiently.
How to keep track of your savings bonds’ maturity dates. Did you buy U.S. Savings Bonds decades ago? Or did your parents or grandparents purchase […]
POAs and other advanced directives are becoming more important. The point of the POA. A power of attorney (POA) is a legal instrument that delegates […]
Is it time to contribute more? Preparing for retirement just got a little more financial wiggle room. This week, the Internal Revenue Service (IRS) announced […]