o d d P f l e g e r F I N A N C I A L S E R
V I C E S
Tax & Estate Planning
Tax Planning is an integral element of any comprehensive financial plan. It
is important that we review each clients individual tax circumstances to better
assist them with financial recommendations. For those clients without a current
tax advisor we will prepare income tax returns upon request.
The preservation of family wealth and transfer of assets from one generation
to the next is a critical element of any successful financial plan. A well-constructed
estate plan can provide tremendous peace of mind. To ensure that property is
distributed to desired beneficiaries with minimal depletion from taxes and expenses
we begin the estate planning process by analyzing testamentary wishes. After
analysis we present all options and help your legal advisor with drafting of
the appropriate legal documents.