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Taxes can have a significant impact on wealth accumulation. We work with you to evaluate tax-planning opportunities that are focused on your personal circumstances and that are reflective of your goals and the legislative environment.

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax preparation is done by a 3rd party and not Sequoia Financial Group.

Taking care of your family’s assets with proper estate planning documents is core to the wealth planning process. Proper estate planning is both necessary and attainable for everyone and focuses on the major threats to family assets:

• • The costs and delay of probate;
  • The burden of estate and inheritance taxes;
  • The cost of disability, and
  • The problem of control.

The tax and estate planning information offered by the advisor is general in nature. It is provided for informational purposes only and should not be construed as legal or tax advice. Always consult an attorney or tax professional regarding your specific legal or tax situation. Tax preparation is done by a 3rd party and not Sequoia Financial Group.

Sequoia’s wealth transfer and philanthropic planning helps you develop a strategy for transitioning your hard-earned assets to the desired beneficiaries in a tax-efficient manner.

Our Trustee Support Services are designed with the trust creator in mind. Our goal is to instill confidence that a trustee will receive the expertise and support necessary to successfully perform their required duties in a manner consistent with the spirit of the trust, while serving all trust stakeholders effectively and efficiently.

Whether you want to conduct an outside sale, transition to employees or transfer to the next family generation, our advisors and wealth planning team bring years of experience in developing comprehensive, tax-efficient strategies for business transitions.