Services
Estate planning:
Will based estate plans
Trust based estate plans
Life Insurance Trusts (ILIT)
Charitable Trusts (CRT)
Limited Liability Companies (LLC)
Corporations
Family Limited Partnerships (FLP)
Retirement planning:
Written Financial Plans
Retirement Income Plans
Tax Advantaged Charitable Giving
Professional Money Management
Fee Only Investment Accounts
Long Term Care Insurance
Life Insurance Planning
Tax Planning
Personal Tax ReturnsCorporate and Partnership Tax Returns
- Includes federal and state personal tax returns and all schedules
- Federal Forms 1040, 1040X, Etc.
- Federal and State Returns for Sole Proprietorship (Schedule C)
Estate Tax Returns
- Federal and State Returns for C-Corporations and S-Corporations
- Federal and State Returns for Limited Liability Companies
- Federal and State Returns for Family Limited Partnerships
- Federal Gift Tax Reporting – Form 709
- *Federal Estate Tax Return – Form 706
- Federal Generation Skipping Taxes
- *Federal Income Tax Return for Trusts and Estates – Form 1041
- *State returns, as needed
Strategic Planning for Life Transitions
Tom McKinney, Insurance Agent, provides people with valuable resources dealing with the transitions that many of us encounter during life.
These unique services involve planning for transitions, which can include:
Lifestyle transitions: This transition can occur, for instance, when a couple is planning their move to a retirement community. Tom holds a life insurance license and is qualified to sell or provide long term care insurance well before this step is necessary. After determining whether you would benefit from a policy, Tom will help you narrow down the many options available to find the one that would be the best fit for you.
When the time is right, Tom has the inside track on many of the retirement communities in your area and can help you find the best match, given your lifestyle preferences and needs.
Single Spouse Transitions: When a loved one dies, the surviving spouse can be vulnerable to events happening around them and lose control of the situation. Many husbands, in particular, meet with Tom while they are healthy and build a trusted relationship so their wives will have someone to turn to while in need. Having a trusted, qualified agent in place can be particularly reassuring when there are no family members living close by to assist with the seemingly never-ending stream of details and paperwork following the death of a life partner.
