My Specialization
We specialize in working with individuals and families who want to ensure a smooth transition of assets to beneficiaries as well as those who are inheriting assets from a loved one. We aim to avoid unnecessary taxes, penalties and headaches.
JIM & KATHY - ESTATE PLANNING
Jim and Kathy have done a great job of saving but now they’re about to pass a ticking tax time bomb to their daughter. Learn how we defused the situation.
JOE & SHELLY - ESTATE PLANNING
Joe wants to make sure that his wife will be able to maintain her lifestyle after he’s gone. And they both want to make sure their children don’t blow through their inheritance.
MARY - ESTATE PLANNING
Mary wants to leave money to her children and her favorite charity but Mary has it all mixed up.
LINDA - INHERITANCE
Linda lost her husband unexpectedly. She’s not sure what to do with his retirement savings. If she’s not careful, she could end up losing a lot of money to unnecessary taxes.
ED & DIANE - INHERITANCE
Meet Ed and Diane. Diane loves her church and gives regularly. Ed hates paying taxes more than he hates the Steelers. Learn how we helped Ed reduce his taxes and continue his wife’s legacy of gifting to the church.
AL - INHERITANCE
Al kept all his mother’s statements in a shoebox. When she passed, he knew he had some work to do but didn’t like the thought of spending hours on the phone getting bounced around from department to department. We did it for him. And learn how we were able to use the money he inherited to help Al retire early and avoid a bunch of unnecessary taxes.