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Tax and Estate Planning

Long term tax and estate planning is essential to every high net worth investor. The tax and legal landscape is constantly shifting in ways that most investors don’t ever realize. For those with significant estates, this can dramatically change the outcome for them in retirement or for their heirs.

A Holistic Approach to Tax and Estate Planning

We work to understand your portfolio not just from a return perspective, but also with your long-term goals in mind. Far too often, that kind of coordination doesn’t happen for investors. Your CPA isn’t talking to your estate attorney. Your financial advisor isn’t involved in the estate and tax planning process. This can only lead to sub-par outcomes.

At Insight, we can either partner with your other professionals or bring our own industry partners to the table to ensure you are getting a consolidated look at your whole financial picture. Only through that type of collaboration can you be comfortable that no stone is left unturned.

Financial advisor writing a tax and estate planning document