If you have recently attended one of our workshops, congratulations on being proactive.
Taxes in Retirement Workshop
The IRS isn't going to assist you in saving on taxes. Let's keep that momentum up and create a tax plan that ensures you pay the least amount of tax. Not simply the least amount this year, but over your lifetime (and the lifetime of your heirs!)
Here are a few of our workshop handouts:
Taxes in Retirement Handouts 2025
Estate Planning Workshop
Don't forget that tax planning goes hand in hand with estate planning. Many of your decisions now will impact how much of your estate is passed to heirs and how much is kept by Uncle Sam.
Estate planning is a way to ensure that your assets are distributed (in a tax efficient manner) according to your wishes after you die or become incapacitated, and that your loved ones won’t have to face complications or conflicts.
Start by reviewing our customized estate planning packet below. We use this packet to determine your goals before walking you through preparing your own estate documents. For more complex estate issues that require legal advice, this packet will save you a lot of the upfront work (and billable hours) when you bring it to an estate attorney.
Estate Planning (Wills and Trusts) July 2025
