Estate & Gift Strategies

Passing on what you have built, with as little lost to taxes as possible.

Most people want the same things: take care of their family, support the causes they care about, and not hand a needless share to the government along the way. We help you put that into a clear plan, coordinating with your attorney on the legal documents and handling the tax side ourselves: gifting strategies, the step-up in basis, charitable giving structured for maximum benefit, and how your estate plan fits with your investments and your income plan. As a CPA firm and an investment advisor, we keep all of those pieces in the same room. Fee-only and flat-fee. We are not attorneys, and we work alongside your estate attorney on the legal documents.

What you get

Gifting and basis strategies that lower the tax hit. We structure transfers so more of what you built reaches your family.

Charitable giving structured for impact. Support the causes you care about in the most tax-efficient way.

Coordinated with your attorney, your portfolio, and your income plan. Every piece of your estate works together instead of in isolation.