Tax planning involves the minimization, deferral, or other management of the client's estate, gift, or income taxes.

All asset protection and estate planning involves transactions that may have an impact on estate, gift, or income tax liability. Clients can minimize, defer, or otherwise manage their estate, gift, or income tax liability through the use of customized tax management tools, including:

domestic and foreign trusts

retirement vehicles

insurance and annuity contracts

limited liability partnerships

limited liability companies

buy-sell agreements

charitable giving

lifetime gifting programs

Complete our Will Intake Form to being your Tax Planning »