Tax and Estate Planning
Estate and tax planning are critical elements of any financial plan.
Our team of responsive CPAs and tax lawyers provide you with estate planning guidance and proactive tax strategies that are based on decades of experience.
Given the complexity of many of our clients’ finances, it’s not uncommon for questions to arise about how best to handle matters from a tax efficiency or legal perspective. Having these skill sets at the next desk, rather than down the street, gives us the ability to execute with speed, depth, and breadth for our clients.
How much is enough for your family? Your Brighton Jones estate planning team will work with you to design and implement an estate plan which transfers your assets to future generations according to your wishes, with a minimum of estate taxes. We’ll work with you to choose an executor, define your estate strategy, create a living will and health care proxy, designate beneficiaries, create trusts and powers of attorney, and other sensitive matters.
What influence do you want to have? We can help you define your legacy with a philanthropic strategy to maximize the positive impact for the organizations you wish to support. We’ll make sure the plan is grounded in your beliefs and meets your overall financial and charitable goals. Our expertise and professional relationships—combined with the insight we gain from you about your values, wishes, and overall financial picture—enable us to deliver estate and tax planning services that match your unique needs.
Whether you have a specific question, or you’re interested in learning more about how our approach could be tailored to your situation, we’d be happy to hear from you. Please feel free to be in touch in whichever way works best for you.