My Legacy Estate Planner

Areas of Legacy Planning

Insightful Information

Income Tax Planning


Sadly, tax planning doesn’t end when you retire. The Internal Revenue Service (IRS) still wants its share. While many live on less in retirement, others may end up spending more. That could lead to higher tax bills, especially if tax rates are raised in the future.

Nothing is certain except death and taxes as the saying goes. How can you make the most of your life savings and keep more of your hard-earned money from the tax man?  This is where we come in. Reducing your tax liability requires a solid plan.  we work to help our clients reduce their tax liability through proactive tax reduction strategies and meticulous planning.

Effective tax planning takes experience and an in-depth knowledge of the very latest changes to the tax code and tax law. It’s not about gaming the system, but rather finding opportunities to lower your taxes that you may not know about.

Please reach out to us for a complimentary consultation.