You work hard for your money. Undoubtedly, you don’t want to lose a large chunk to taxes, or have your children hand over a big check to the IRS when you’re gone.

To keep more in your pocket today, and leave a robust legacy for the next generation, you must plan early and plan well. Brinton Eaton puts a team of financial planning and investment advisors, as well as accounting and tax specialists, to work on your behalf.

Brinton Eaton strives to help protect your assets immediately and for the long term, by composing thoughtful income tax-reduction and estate planning strategies that last a lifetime and well beyond. Because good financial planning must include tax considerations, Brinton Eaton’s coordinated tax planning approach may include:

• Tax consulting
• Year-round income tax projections and annual tax return preparation
• 401(k)/IRA optimization
• Structure and implementation of comprehensive estate plans and pre-marital planning
• Tax-reduction strategies including trusts and charitable gifts
• Wealth transfer/gifting to heirs involving family limited partnerships or LLC vehicles, GRATs, low-interest loans and installment sales, QPRTs, and private annuities
• Asset location for maximum tax-efficiency
• Opportunistic tax-loss harvesting
• Charitable trusts/gift planning
• Coordination with your personal advisors (e.g. legal and tax)