Comprehensive Wealth Management

Advanced Tax Planning

Whereas the basic tax planning service includes “passive” tax planning (setting up and managing your investments in a way that can reduce your lifetime tax bill), this additional service includes “active” tax planning. Every year, we’ll analyze your tax return to identify potential tax planning opportunities and assist you in implementing them. We’ll also gain clarity around future tax bills, helping you avoid costly surprises. If you require professional tax advice, we can refer you to a qualified tax advisor.

Legacy Planning

Whereas the basic estate planning service ensures the efficient passing of your assets upon death, this additional service is designed to maximize your legacy. We’ll develop a lifetime gifting strategy that provides the satisfaction of actually seeing the impact of your gifts on your loved ones. And when appropriate, we’ll include your beneficiaries in the ongoing planning process. This increases the likelihood that your estate will be put to good use long after you’re gone. If you require professional estate planning advice, we can refer you to a qualified attorney.