Beyond income and estate-tax planning for key shareholders and executives, we help our clients build financial plans that accomplish their goals in a tax-efficient manner. Ultimately, proper tax planning allows you to maximize your financial resources and minimize your tax obligation. Do you feel like you might not be leveraging your finances in an efficient manner? Let us help you determine the best course of action.
Trusts & Estates
Leaving a legacy requires advanced planning.
Most people don’t want to think about what happens to their finances when they pass, but as a senior leader within your company it requires careful consideration and planning. Understanding the options for how your estate can be managed and how to minimize the estate tax impact are critical.
EJC has been helping clients understand how annual changes in personal and professional financial conditions can impact estate plans, trusts and other beneficiary funds.
Schedule a conversation to talk about your estate plan today.