Tax Planning and Estate Planning

Tax Planning at McGervey Wealth Management

Are you paying more in taxes than you need to?

Many people, especially business owners, probably are. We aim to help you use the tax code to your advantage. Whether we can use strategies based on your business structure, retirement plan, or individual investments, we’ll do a comprehensive look for tax planning opportunities.

Our service includes evaluating recent tax returns to look for potential tax strategies and alternatives to save you money, now and in the future. This is all included in our fee; there’s no extra charge.

Estate Planning at McGervey Wealth Management

We’ll also help with your estate planning as part of our standard service.

Our goal here is to minimize tax obligations and help ensure an efficient transfer of wealth. Whether you plan on leaving a legacy for your family, your favorite causes, or both, we’ll help you plan so your wealth will go the farthest.

We’ll work in tandem with your legal counsel on this, or help you find a cost-effective and experienced estate planning attorney to implement your wishes.

We’ll also help you with all aspects of end-of-life planning, so you and your family are prepared for the unexpected.