Tax and Estate Planning Strategies
Paying taxes could be your largest expense in retirement. Shouldn’t you have asomeone with expertise to guide you? Our proactive approach and process to tax management is critical for success. Throughout your relationship with our team, we strive to always understand you and your family's objectives and evolving structure. We pay close attention to the ever-changing legislative landscape and will help you to understand how those changes coming out of Washington could potentially impact your plans moving forward. We then will work with you to modify your plans, along with your accountant and/or attorney, to help ensure your objectives continue to be met.
Examples of some of the tax and estate planning strategies we cover include:
- Review of your current estate plan (e.g. will, trust, medical directives, POA, etc.)
- Charitable Giving
- Tax implications relating to executive compensation plans (e.g. stock options, restricted shares, non-qualified deferred compensation, 10b5-1, etc.)
- Strategies to help reduce taxable income
- Gifting strategies
- Withdrawal strategies in retirement
- Year-end tax planning
- Sale of a business
- Trust Strategies
- Donor Advised Funds
- Social Security Taxation strategies
Steward Partners Investment Solutions, LLC (“Steward Partners”), its affiliates and Steward Partners Wealth Managers do not provide tax or legal advice. You should consult with your tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.