Preserve Your Wealth and Plan for the Future

What Matters Most

A strong financial legacy goes beyond wealth accumulation—it’s about ensuring your assets are protected, your taxes are optimized, and your loved ones are cared for. Our legacy and tax planning services provide clarity and confidence as you plan for the future.

Ensure a smooth transition of your wealth to the next generation.

Safeguard your assets with tax-efficient estate and financial planning.

Provide your loved ones with a clear, structured plan for the future.

Why Plan Your Legacy with Redstone?

We take a proactive approach to estate and tax planning, ensuring that your financial legacy aligns with your values and long-term goals. By integrating financial planning with tax strategies, we help you build generational wealth while reducing unnecessary tax burdens.

Key Services

• Estate Planning Coordination – We work alongside your attorney to ensure your assets are distributed according to your wishes.
• Tax-Efficient Wealth Transfer – Minimize tax burdens on your heirs and structure your estate in the most effective way possible.
• Charitable Giving Strategies – Maximize the impact of your charitable contributions while optimizing tax benefits.
• Business Succession Planning – Ensure a smooth transition for your business and protect its value for future generations.
• Tax Optimization Strategies – We collaborate with your CPA to structure investments and financial decisions in the most tax-efficient manner.