INTEGRATED TAX & ESTATE PLANNING
Aligning Tax and Legacy Planning with Your Financial Plan
At Great Plans Capital Management, we understand that small business owners face unique financial challenges and opportunities. Our fiduciary approach to small business services integrates retirement planning, investment strategies, and risk management to support both your company and your personal financial future.
WHAT OUR TAX & ESTATE COORDINATOR COVERS
Bringing together every piece of your financial picture
Taxes and estate decisions affect every part of your financial life. By integrating these elements with your overall plan, we help you minimize inefficiencies and create a roadmap that supports both current needs and future goals.
Tax Planning Strategies
Working with our tax partners, we look at the impact taxes may have on your plan and portfolio. Our goal is to maximize your bottom line while minimizing the impact from taxes.
Retirement Withdrawal Planning
We work with you to design strategies to protect your retirement savings, looking at all sources of income with an eye on tax efficiency.
Collaboration With CPAs
We work closely with tax professionals to integrate planning with current and future tax obligations.
Estate Planning Coordination
We partner with attorneys to align wills, trusts, and beneficiary designations with your broader financial goals.
Legacy & Charitable Giving Strategies
We help you create plans to pass wealth to the next generation or support causes you care about.
Review & Updates
We regularly review your tax and estate strategies to ensure they adapt to law changes and life events.
A HOLISTIC APPROACH TO PLANNING
Connecting today’s goals with tomorrow’s legacy
Tax and estate planning are not stand-alone services—they’re an ongoing part of your overall financial strategy. Our role is to bring every piece together so your wealth plan is efficient now and aligned with the legacy you want to create. By coordinating with trusted CPAs and estate attorneys, we ensure your plan reflects both your current priorities and future vision.
TAX & ESTATE COORDINATION FAQs
Common questions about integrating taxes and legacy planning
Taxes impact nearly every financial decision you make, from investments to retirement withdrawals. Integrating tax strategies into your financial plan helps you keep more of what you earn and ensures your decisions are efficient in the long term. Coordinating tax planning with investments and retirement goals allows us to create a plan that minimizes unnecessary tax burdens while supporting your objectives.
We do not file tax returns, but we collaborate with trusted CPAs to ensure your financial plan reflects your tax obligations and opportunities. This team-based approach creates consistency between your tax strategy and investment or retirement decisions. Working together helps avoid gaps or conflicting advice that can arise when tax planning is handled separately.
Estate planning ensures your wealth is transferred according to your wishes while minimizing taxes and complications for your heirs. By integrating estate considerations into your financial plan, we help create a seamless strategy that connects your current goals with your long-term legacy. This coordination helps you protect assets and pass them on in the most efficient way possible.
Yes. We can incorporate charitable giving into your overall financial and estate plan in ways that align with your values and provide potential tax advantages. Whether you want to make lifetime gifts or leave a legacy through planned giving, we help structure strategies that fit your financial picture and philanthropic goals.
We recommend reviewing these areas at least annually or whenever a major life event occurs, such as marriage, the birth of a child, or significant changes in assets. Tax laws and estate regulations can also change, making regular reviews essential. Keeping your tax and estate strategies current helps maintain alignment with your broader financial plan and ensures they continue to serve your goals.
START PLANNING YOUR FUTURE TODAY
Serving clients across North Carolina and beyond
Whether you are planning for retirement, building a business, or seeking comprehensive financial guidance, our fiduciary financial advisors are here to help you create a roadmap for lasting confidence. Let’s start a conversation about your goals and build a plan designed for you.