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Logical analysis of a financial situation or plan from a tax perspective, to align financial goals with tax efficient strategy. The purpose of tax reduction strategies is to discover how to accomplish all of the other elements of a financial plan in the most tax-efficient manner possible.
Your specific investment decisions will depend on several factors: your age, tax bracket, risk tolerance, liquidity needs, investment time horizon and investment goals.
Financial independence during retirement is a goal that many of us desire but rarely plan for adequately. We can estimate what you need to maintain your current lifestyle at retirement.
Generally, the goals of estate planning are to provide for financial security in life and to maximize - given the client's goals and objectives - the estate for family and other heirs following death.
Elder law is a legal term coined to cover an area of legal practice that places an emphasis on those issues that affect the aging population.