Wealth Transfer


What is your legacy strategy for the people you love and care about?  Without proper planning and guidance, estate taxes and income taxes can eat up a lot of your net worth and destroy the nest egg that you’ve worked so hard to build.  Many people own pre-tax retirement accounts within their estate.  These pre-tax IRA, 401k and qualified plans can be taxed, in some cases, as much as 85% of the value of the plan at your death!  This means your heirs will give up much of what you’ve worked so hard to save and invest because of taxes!  We specialize in strategies to show you how to leave the most to your heirs instead of the IRS.  Have you put a tax strategy in place for your IRA, 401k or qualified plan?  Let us help and show you all of your available options.   Please complete the form on this page to learn how you can protect your legacy from the tax man!