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. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by SunRift Capital Partners LLC a Registered Investment Advisor in the States of Indiana, Florida, Michigan and Ohio. Insurance products and services are offered through Retirement Income Consultants LLC. SunRift Capital Partners LLC and Retirement Income Consultants LLC are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Indiana or where otherwise legally permitted. SunRift Capital Partners LLC/Retirement Income Consultants LLC and Dustin Hunter are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.