Tax & Legacy

Our Specialized Practice Groups (SPGs) serve as internal thought leaders who come together on a monthly basis to review industry practices, relevant legislation, and national/global events that may impact their fellow advisors, clients, and even their local communities.

Overview

A. family walking up a hill enjoying their day.

Our purpose is to educate and equip advisors with the most current knowledge, tools, and best practices to proactively spot opportunities to save taxes and improve estate plan design for our clients within the framework of their broader goals and objectives.

Tax & Legacy

Overview

If You're Worried About Estate Taxes, Charitable Gifts Can Help

Bypass Probate with a Trust

Roth Conversion Strategy: Is It for Me?

Trust: When a Will is Not Sufficient

Have Company Stock in Your 401(k)?

Estate Planning Can Lead to Easy Estate Administration