Services
Working in conjunction with your other tax and estate planning professionals, I help you work towards the following:
Creating and Growing Wealth:
Examining the appropriateness of investments, adequacy of life insurance, and the need to minimize income tax related to investment.
Protecting and Preserving Wealth:
Examining the overall investment portfolio, including asset allocation management and diversification of investments;
Analyzing the client's overall insurance plan for adequacy, appropriateness, and cost effectiveness;
Identifying client tax sensitivity.
Tax-Advantaged Lifetime Distribution of Wealth:
Examining qualified retirement plans for investment and distribution issues that arise during and after the client's lifetime;
Examining corporate executive stock options for investment concentration, transferability, and tax issues;
Providing business succession planning;
Determining who should serve as Durable Power of Attorney and/or Successor Trustee, and other continuity issues;
Examining tax efficiency and control issues related to Charitable Gifting.
Tax-Advantaged Distribution of Wealth at Death:
Review titling of assets, the role of Executor and/or Trustee, the control and tax-efficiency of wealth distribution to Spouse and Descendents;
The control and tax-efficiency of Charitable distributions at death.