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Tax & Estate Planning

A critical component to any integrated wealth management plan is the insurance, tax and estate plan review. We work with your family’s estate and tax advisors to identify your unique financial planning goals and obstacles. We then maintain open communication with those advisors to ensure an effective and efficient implementation of a holistic design and dynamic roadmap for your goals and aspirations. In addition, we secure all of your estate planning documents electronically in the STOKES VAULT, so your family knows that all of your documents are in one place. As part of this process, we may consider:

✔ Estate Distribution
✔ Review of Estate Documents
✔ Life Insurance Review
✔ Gift Planning
✔ Estate Planning
✔ Education Funding
✔ Estate Tax Liability Review
✔ Generational Wealth
✔ Transfer Analysis
✔ Legal Entity Review