Tax Saving Strategies

Proactive wealth transfer planning is about control and leverage.  We believe that a successful estate distribution plan is one in which your heirs (and/or charity) receive as much as possible, and Uncle Same, as little as possible. But this requires some work.

Wealth Transfer Planning 3 of 6

Wealth Transfer Planning 2 of 6

CASE STUDY: Proactive Tax Planning Strategies

3 Ways Charitable Remainder Trusts Provide Tax Advantages

A charitable remainder trust can serve many purposes in one’s financial plan. Clearly, you have to be charitably inclined, as there is an irrevocable charitable component to this strategy. But in addition to helping out your favorite charity (or charities), you get several big tax advantages from this arrangement.

5 Tax-Minded Reasons to Have Life Insurance

One Roth IRA Workaround for High-Income Earners

8 Reasons to Convert to a Roth IRA