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Estate and Gift Planning Package

Below are some of the topics we can help with. 

Estate Planning

Estate Planning

Understand how estate taxes are calculated in the state you reside and determine if planning is necessary.

Domicile Management

Domicile Management

Uncover the states that have favorable tax regimes for retirees.

SSA

SSA

Determine the options available to the surviving spouse to be sure the highest benefits are paid.

Inheriting an IRA

Inheriting an IRA

Discover the complexities of inheriting a retirement account and how to plan for your beneficiaries.

Charitable Donations

Charitable Donations

Determine how to provide for your philanthropic causes after you have passed.

The price of this package is $675. Included in this package is a 1 year subscription to the estate and gift planning section of our financial planning software.

If you would like more information or would like to sign up for our tax planning package, please fill out the form below. 

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