Tax and Estate Planning Services

estate planning

iWealth offers tax planning and estate planning strategies to address taxes and preserve wealth while providing guidance on retirement planning and asset preservation. Please see below for more details on each service.

Tax Planning Strategies

Every dollar saved in taxes is another dollar working towards your financial goals. At iWealth, our tax planning strategies are designed to address your tax liability and preserve your after-tax wealth. We offer a range of tax planning services, including:

  1. Investment Tax Planning: Our team can help optimize your investment strategies to take advantage of available tax benefits.
  2. Retirement Tax Planning: We provide advice on how to save for retirement in a tax-efficient manner.

Estate Planning Process and Tools

Estate planning is about ensuring that your wealth is distributed according to your wishes while evaluating potential estate taxes and avoiding probate. Our estate planning strategies include working with your estate planning attorney in:

  1. Estate Plan Review: We review your current estate plan to identify any potential issues or opportunities for improvement.
  2. Estate Plan Design: We help design an estate plan that strives to meet your specific needs and wishes, considering tax efficiency and wealth preservation.
  3. Trust and Estate Strategies: Our team can guide you through establishing trusts or other strategies to protect your assets and ensure your wealth is transferred smoothly.

How to Get Started

We make getting started with tax and estate planning simple. Reach out to contact us, and our team, led by Brad Connors, will guide you through our services, fee structures, and how we can help you plan for a secure financial future.

iWealth and LPL Financial do not offer tax or legal advice or services. We suggest speaking with a qualified professional regarding your specific situation.