Estate and Financial Planning

This is a very broad category covering many facets of your life. It includes setting up a personalized plan to mitigate your taxable estate and thereby maximize funds available to your family members, planning for your retirement using various tax qualified plans, providing for your children’s college education using various tax credits and deductions, budgeting to help you live within your means, providing sound investment advice, especially in these difficult times and accounting advice on how to set up books and maintain them so as to develop financial statements useful for tax or credit purposes. I can provide you with all of these estate and financial planning services.

  1. Setting up a personalized plan to mitigate your taxable estate and thereby maximize funds available to your family members through the use of trusts and lifetime gift giving.
  2.  Planning for your retirement using various qualified plans such as Traditional IRA’s, Roth IRA’s, 401k or 403b plans, pension and profit sharing plans.
  3.  Providing for your children’s college education through American Opportunity and Lifetime Learning Credits, above the line education deductions, Educational Savings Accounts, and Qualified Tuition Programs known as Section 529 Plans.
  4.  Budgeting to help you live within your means by identifying possible new sources of income and nonessential costs that can be reduced or eliminated.
  5. Investment advice – In these difficult times it is essential to invest wisely, spread risk, balance your portfolio and consider your age and risk tolerance.
  6. Accounting advice – how to set up books and maintain them so as to develop financial statements useful for tax or credit purposes.


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