Strategic Tax & Estate Planning

"Strategic tax and estate planning are critical components of The DarrowCFO™ Advantage." - Unknown

You've worked hard, paid your taxes, and have an expectation that what is yours is truly yours. Unfortunately, in the absence of serious professional estate planning, the tax implications of estate distributions can be significant if your estate plan is not properly drafted and funded.

The Strategic Estate Plan is a critical component of The DarrowCFO™ Advantage. The complexities of successful estate planning include:

Retirement Planning
Estate Tax Planning and/or Inheritance Tax Planning
Trust Funding, Servicing and Asset Management
Asset Distribution Planning
Separate Property Issues
Community Property State Planning

A comprehensive Tax Planning Strategy requires advice from a team of skilled financial, insurance and legal professionals, all coordinated by The Darrow Company, in creating a plan that is right for you

Aims to anticipate the dynamics and estate planning implications of a growing estate
Builds a strategy that considers both your current and future estate value
Carefully considers the evolving insurance, legal, and tax implications as your wealth increases, as well as endeavors to ensure that your trusts are adequately funded, which frequently is a major deficiency in many trust programs
Manages the estate through a low-cost third-party fiduciary trustee, providing you with professional management of your assets

The objective of a competent third-party trustee is security, lower cost, and the comfort of knowing that there is an independent third party to make decisions objectively, based on the facts of a situation, rather than having a personal or financial conflict of interest.

As a result, the complexities of managing your assets successfully demand versatility, skill and experience. We work with you to help you navigate through the myriad of choices and decisions to find the total investment and estate management solution that is right for you. Contact Us to meet and discuss how The Darrow Company's solution fits your needs.

Go to Step 4: The Trust Solution