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 etate 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 preparation or legal services. SunRift may work with your tax or legal advisor and provide references to accounting, tax services or legal providers as a part of your Financial Planning Process.
*SunRift Capital Partners LLC does not offer tax preparation or legal services. SunRift may work with your tax or legal advisor and provide references to accounting, tax services or legal providers as a part of your Financial Planning Process.

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