Tax and Estate Planning

We provide guidance and work with your tax advisor to establish an efficient tax strategy that works for you. We’ll identify tax planning strategies that can help grow your wealth, generate your income, and preserve your estate for your heirs. Some topics we may address include:

  • Roth Conversions
  • Tax Loss Harvesting
  • Small Business Retirement Plans
  • 529 Plans
  • Charitable Giving

We'll help you put a well thought out Estate Plan in place, so your legacy is established in accordance with your wishes. We work directly with your attorney to help keep things as simple as possible. Some of the areas we typically address with clients include:

  • Education of Trusts
  • Education of Powers of Attorney (POA)
  • Choosing Executors
  • Designating Beneficiaries
  • Considerations for dependents needs
  • Tax planning considerations (minimizing estate taxes and reducing probate fees)
  • Distributing your assets/legacy planning

Armodio Wealth Advisors and LPL Financial do not provide legal advice or services.  Please consult your legal advisor regarding your specific situation.