Tax & Estate Planning* can be emotional and one of the most difficult aspects of your financial plan. An understanding of the composition of the assets in an estate and the goals of the estate owner relating to their heirs and overall distribution are basic components of a properly structured estate plan. We will assist you in aligning a team of professionals (attorney, accountant, insurance specialist, etc.) to help you prepare for organizing your estate, deciding on dispersion strategies, and paving the way for a smooth transition of the assets that have taken you a lifetime to acquire.
*SunRift Capital Partners LLC does not offer tax planning or legal services, but may provide references to accounting, tax services or legal providers. They may also work with your attorney or independent tax or legal advisor.
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of SunRift Capital Partners LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by SunRift Capital Partners LLC a Registered Investment Advisor in the States of Indiana, Ohio, Michigan, and Florida. SunRift Capital Partners LLC and Dustin Hunter are affiliated. SunRift Capital Partners LLC and Dustin Hunter are not affiliated with or endorsed by the Social Security Administration or any other government agency.