As the old saying goes, "Nothing is certain but death and taxes." Financial planning cannot postpone or prevent the first inevitable (death), but, in some instances, planning can postpone, reduce, or even eliminate the impact of the second, (taxes).
Effective tax planning is the cornerstone of Comprehensive Wealth Management. At Trilogy, through collaborating with experienced Attorneys and Tax Professionals, our goal is to assist our clients establish the most effective ways to position their wealth, utilizing all of the federal and state tax rules and regulations most favorable to our clients. Planning strategies include Tax Favored Wealth Accumulation and ultimately distribution to generations of their choice.