Your estate and tax planning needs to take into account your overall investment strategy. Here at Plaza, we help you devise a plan that is focused on growing your assets, protecting them over time, and making sure your estate reaches its intended long-term destination.
Our sophisticated tax strategies are designed to protect our clients and all they have worked to attain.
We collaborate with your attorney or accountant to create a sound financial plan. We’ll also monitor your investment portfolio and ensure your comprehensive strategy is designed to reduce tax liabilities, increase your after-tax rate of return, and distribute of your assets according to your goals and objectives.