Estate Tax Planning

While Evoy Financial Group LLC is not a tax advisor nor an accounting firm, we help individuals and small businesses develop their financial planning goals in a manner that takes into consideration estate tax planning. In many cases, Evoy Financial Group LLC works with their clients’ tax advisors, accountants, and attorneys when developing and implementing financial planning strategies.

Some of the estate tax planning areas Evoy Financial Group LLC considers when developing financial planning strategies are:

• Evaluating investment account registration types, such as individual ownership, individual ownership with a paid on death designation, or joint ownership.
• Life insurance as an estate tax planning strategy.
• Tax efficient investment account strategies for trust accounts.
• Multi-generational investment account strategies.
• Stretch IRA strategies.