Tax & Succession Planning Services
Arguably the most overlooked area of life is planning your financial future. No one has a crystal ball to predict what will be tomorrow, next month, next year, or even the next decade, and putting off making any major long-term decisions will not cause it to be any easier.
Protect what is yours.
That is precisely why we have made it a priority to assist our clients in laying out a financial plan to address their long-term financial objectives. With our guidance, we can turn a set of complex and tangled issues into a well-thought-out financial plan.
The estate tax code is always at the mercy of Congress and so are we because of it. Historically, estate tax rates have been high, although always subject to change. Even though the IRS allows a certain amount of an individual’s estate to be exempt from estate tax, sometimes the gross amount of the estate can exceed this threshold, thus, making the estate subject to significant estate taxes.
Having an iron-clad tax and estate plan is crucial in protecting what is yours, especially if you own oil & gas. Our strategic alliance with experts in the fields of law, insurance, and asset management allows us to provide the utmost in future planning while providing great value to our clients with our team-driven approach.
To learn more about our comprehensive oil & gas valuation services for estate planning, click here.