We prioritize your ability to share your wealth in meaningful, lasting ways throughout your lifetime and beyond.
Estate planning is, essentially, a distribution strategy – and it’s never too early to begin this process. In fact, it starts as soon as you sign up for a 401(K) plan! Although thinking about it in earnest puts us in touch with our own mortality, we encourage our clients to consider it a privilege and opportunity.
At the Davis Financial Group, we believe it’s about much more than “who gets what,” and our approach takes into account not only material assets and mitigating taxes, but also what’s meaningful to you. We help clients create a plan that can flex with the unexpected, but is structured enough to withstand tax issues, legal constraints, and family complexities. There are many ways to maximize estate transfer, and our strategies are designed to do that in a way that’s right for you.
*Estate Planning services are provided working in conjunction with your Estate Planning Attorney, Tax Attorney and/or CPA. The Davis Financial Group is not authorized to give legal or tax advice. Consult your own personal attorney, legal or tax counsel for advice on specific legal and tax matters.