Tax planning
Permits you to legally avoid or defer taxes today and tomorrow. With the ever-changing landscape of tax legislation and administrative regulation our expertise can guide you to the destination of lower taxes. Read more...
Business planning
Includes choosing the right structure for your business now in order to avoid the pitfalls related to income tax, estate tax, professional liability and business succession. We also provide guidance for a vast array of business and real estate transactions. Read more...
Asset protection planning
Asset protection planning is the practice of using legal structures to protect you and your wealth from liabilities that may occur during your lifetime. We use the best asset protection vehicles available today to protect your assets and preserve your wealth. Read more...
Estate planning
Includes the transfer of wealth during lifetime and at death. We can utilize a number of legal structures that permit you to navigate through the complex tax, legal and administrative roadblocks and successfully transfer wealth to family members, charities or future generations. Read more...
Retirement Distribution Planning
Retirement distribution planning requires coordination of distribution of retirement plan assets with other estate assets to ensure a consistent estate plan structure and to maximize the total value of retirement benefits to you and your beneficiaries. This is one of the most critical (and often overlooked and least understood) areas of estate planning. We have created a separate web site dedicated solely to retirement distribution planning and our IRA Stretch and Protection TrustSM strategy. Click here for more information: http://www.irastretchtrust.com.
Call us at 888-674-1400 Tacoma 888-829-5296 Poulsbo or click here to arrange a complimentary initial consultation.
