Proper estate planning allows you to transfer your wealth according to your wishes while minimizing unnecessary taxes and expenses. Our goal is to ensure you have taken prudent steps to reduce your tax liabilities and to help to create the most effective means to finance any future tax liabilities.
We are committed to working with you and your family to help establish your long-term financial goals and plan accordingly. We will help you structure your estate assets to minimize tax liabilities and maximize value to future generations. Steele St PWM will work with your tax and legal advisors to develop and implement your estate plan. If you are initiating the estate planning process, we are happy to recommend legal and tax professionals with whom we and our clients have worked. Periodically, we will review your plan with you to assess our progress in accomplishing your long-term objectives.