Trust and Estate Tax Planning
Bring Simplicity to Complex Financial Decisions
Get clear direction that helps you understand long-term tax implications and plan with confidence
Protect Your Legacy with Thoughtful, Informed Choices
Planning for Trusts and Estates can feel overwhelming, especially when tax rules and long-term implications aren’t always straightforward and your role as Fiduciary subjects you to a higher standard of care. Our role is to simplify the process, help you understand your options, and support you in making decisions that align with your goals, values, and future plans.
Whether you’re preparing for a wealth transfer, looking to minimize Gift and Estate Taxes, or settling a loved one's estate and navigating your new inheritance, we explain everything in plain language so you feel supported, informed, and confident throughout every stage of the process.
Trust and Estate Tax Planning Services
- High-level tax guidance for trusts and estate planning
- Review of inheritance-related tax considerations
- Coordination with estate attorneys and legal professionals
- Support understanding trust distributions and reporting
- Education on capital gains implications
- Guidance for gifting strategies and long-term legacy goals
- Support during life events such as marriage, divorce, or loss
- Integration of estate planning into your broader financial plan
SHAPE a Clear Path for Your Financial Future
If you'd like to feel more prepared as you navigate trust and estate decisions, we’re here to help. With calm, knowledgeable guidance, we make complex topics easier to understand so you can move forward with confidence.
Tax Planning 4 You
4411 Point Fosdick Dr NW #201-1, Gig Harbor, WA 98335
Hours
Open today | 09:00 am – 05:00 pm |
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