Taxation

The three most common types of taxes for individuals are income tax, gift tax and estate tax. With planning, these taxes can be minimized and sometimes avoided.

The objective of all of our planning is to minimize or avoid taxes. To that end, we work closely with accountants and financial planners so that every estate plan can be structured with those objectives in mind.

Should you have questions about income, gift or estate tax or simply need a referral to a good accountant, please call us for a free consultation (888-526-4489).