Financial Planning
Proactive Financial Planning with an Income Tax Focus
Income taxes are among the greatest of life's expenditures yet are often an afterthought. Proactive financial planning is woefully incomplete without a deeply intense income tax focus at its core. Every financial decision should be filtered through the lens of tax planning, and proper tax planning can only happen with consistent involvement by the tax expert in every major financial decision. That is why our Team Based Advisors and CPAs carefully and deliberately consider income taxes before making any recommendation.
Elite Wealth Partners focuses exclusively on areas that complement our clients' present and future financial goals.
Building, growing, and preserving wealth requires skillful advisors who understand how to navigate complicated laws involving estate planning, asset protection, and other matters concerning high net worth individuals. Our Team Based Model allows your trusted Advisors (Lawyer, CPA, Wealth Management Team) to understand every aspect of your financial affairs to collaborate and architect legal strategies and solutions that maximize your wealth today and in the future.
Creating Dynamic Financial Plans To Fit Your Life
Basic Estate Planning
Wills, Trusts, Durable Powers of Attorney
Health Care Concerns
Health Care Powers of Attorney, End of Life Decisions
Advanced Estate Planning
Qualified Personal Residence Trusts, Irrevocable Life Insurance Trusts, Grantor Trusts, and Spousal Lifetime Access Trusts
Philanthropic Planning
Charitable Remainder Trusts, Charitable Lead Trusts, Private Foundations, Charitable Limited Liability Companies
Succession Planning
Buy-Sell Agreements, Operating Agreements, Bylaws, and Associated Planning
Asset Protection
Entity Structuring, Irrevocable Trusts, and more
Advanced Income Tax Planning