Tax & Estate Planning

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.