Call us at 888-516-5335 Tacoma 888-829-5296 Poulsbo or click here to arrange a complimentary initial consultation.
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.
Self Directed IRA and 401K Planning
Due to years of average returns in the stock market many investors are frustrated and looking for alternatives to Wall Street. Many investors also desire to take more control of the investment decisions of their IRA or 401K. Managing ones own IRA or 401K is commonly referred to as a Self Directed IRA or a Self Directed 401K. Creating a Self Directed IRA or Self Directed 401K allows an investor to invest in a broader range of permissible investments and may provide a more lucrative return. Self Directed IRA and Self Directed 401K investing is a very technical area full of tax and legal risks that can trap the unknowing investor. We provide the tax consulting and the legal tools to help owners of an IRA or 401K succesfully convert and operate a Self Directed IRA or Self Directed 401K.
Call us at 888-516-5335 Tacoma 888-829-5296 Poulsbo or click here to arrange a complimentary initial consultation.
