Estate Planning, Investment Management, and Tax Planning and Preparation

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ESTATE PLANNING

1. Revocable Living Trusts

2. Asset Protection for Heirs

3. Pour Over Wills

4. Health Care Documents

5. Financial Durable Power of Attorney

6. Deed Work/Trust Funding

7. Avoiding Probate/Court System

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INVESTMENT MANAGEMENT

1. Customized Client Portfolios

        -Low-Cost ETF's

        -Target Asset Allocations

        -Long-Term Approach

        -Tax Efficient 

        -Strategies

            -Value, Growth, and Balanced 

        -Monitoring and Rebalancing

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TAX PLANNING 

1. Review of Client Tax Returns for Planning Opportunities

2. Integrated approach to income tax planning with estate planning

3. Income Tax Preparation: Form 1040, Form 1041, Form 1065, Form 1120S

4. Gift Tax Preparation: Form 709

5. Estate Tax Preparation: Form 706

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ADVANCED ESTATE PLANNING

1. IDGT's

    -Intentionally Defective Grantor Trusts

2. SLAT's
    -Spousal Lifetime Access Trusts

3. CRT's

    -Charitable Remainder Trusts (CRUT's and CRAT's)

4. DAPT's

    -NRS 166 Asset Protection Trusts

5. GRAT's

    -Grantor Retained Annuity Trusts​

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BUSINESS PLANNING

1. LLC Formation

         -Businesses

         -Rental Real Estate

2. Corporate Formation

         -Tax Election

3. Business Sales/Structuring

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