2017 Tax Planning Guide

Year-end tax planning always has its share of complexity, but in 2017 taxpayers are facing a distinct set of challenges due to the uncertainty surrounding proposed tax reform legislation. Our 2017 Tax Planning Guide contains as much information as possible about potential changes, and we urge you to obtain professional advice before acting upon any of its guidance. We look forward to helping you assess your situation, weigh your options, and prepare for a variety of possible scenarios. As your trusted advisor, you can rely on us to keep you updated on the latest changes and help you prepare for their impact.

Estate Planning Guide

Wills, trusts, guardianship… these are just some of the things to consider when assessing your estate planning needs.  While our Estate Planning Guide is not intended to take the place of professional advice, it is designed to outline the value of estate planning and discuss some of the tools and strategies available to you to keep transfer taxes to a minimum.  Once you have the basics, we’re happy to help answer questions or move the process along — just contact us.