Retirement & Estate Planning
At White Cap, we recognize that we all must retire someday whether we are ready for it or not, and that time is a crucial variable. What does a comfortable and secure retirement look like for you? Are you on track? If you own a business, how does that fit into your retirement plan? Most advisors focus solely on accumulating assets for their clients - where our firm excels is in the protection and distribution of those assets.
Does your estate plan say what you want it to? Do you have an estate plan? If not, the government has one for you. Without proper planning, the IRS will likely be the largest beneficiary of your estate. We help our clients define, quantify, and prioritize their goals and objectives and then we work with your existing professional advisors to craft customized and tax-efficient strategies in line with those goals and objectives.
A well-engineered estate conservation plan can help minimize tax liability and ensure that loved ones are protected. We will work with you and your advisors to assess the impact of state and federal taxes on your estate and suggest strategies to help minimize those taxes while meeting your family’s needs.
