Estate Planning

We show clients how they can achieve substantial income tax and/or estate tax savings while funding education objectives (private school expenses and college funding) for children or grandchildren.

We review existing estate planning documents and provide analysis of future transfer tax considerations.

We are trained in advanced estate planning and are the catalyst for the explanation and implementation of estate planning techniques including family gifting and trust planning strategies to minimize transfer tax, if applicable, while protecting legacy assets generationally from creditors, predators, and divorce.

Ryan B Smith, CFP®, ChFC®, CLU®, M.S.T.

Private Wealth Advisor


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