Tax & Legacy Strategies

Tax Strategy and Legacy Building Partners are at Your Disposal.

One essential part of preparing for your retirement is determining your current and future tax liability and developing a tax strategy to minimize the amount of taxes you pay during retirement. Tax planning is an integral part in planning your legacy and can directly impact the amount of wealth you will be able to hand over to your heirs and beneficiaries. We recommend taking steps to ensure that your customized retirement strategy is able to take advantage of any possible tax credits and deductions to help secure and maintain what you’ve worked hard to save.

Paul Daly utilizes the help and expertise of certified public accountants and tax experts. Such a team can help monitor tax law changes specific to your retirement, provide sound and dependable tax strategy recommendations, and serve as your advocate in tax matters. OMH Partner Group, Inc. does not offer tax planning services.

Ensure your legacy lives on and serves a purpose.

Proper legacy planning is one key element of any successful retirement strategy, helping ensure that your legacy carries on to assist your loved ones and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on your unique desires and whether it’s most important to you to preserve assets for future use, or transfer your wealth to beneficiaries.

It is important to carefully plan for the transfer of your assets to allow the wealth you’ve worked hard for to serve a meaningful purpose. From starting the conversation with you, to guiding you through the actual transfer of assets, we at %%COMPANY NAME%% are here to educate you on the process and guide you through every step.

Creating a strategy for your legacy is more than simply managing estate taxes. There are a number of methods and tools that may be put to use to protect your wealth and ensure it is transferred according to your wishes. It’s important to understand helpful instruments to use during the legacy planning process, including:

  • Wills
  • Revocable living trusts
  • Powers of attorney
  • Advanced medical documents

In addition, both term and cash value life insurance and long-term care insurance policies may be options to consider. These policies can be designed to serve different helpful functions.

Overall, legacy planning and preservation of your wealth and assets require a coordinated effort. Our firm is uniquely positioned to provide protection and peace of mind to yourself, your loved ones and any of the channels in which you wish to eventually distribute your wealth and assets you’ve worked hard over time to accumulate.

Paul Daly utilizes the help and expertise of estate and trust planning attorneys. Such a team can help monitor estate and trust law changes specific to your retirement, provide sound and dependable trust and estate strategy recommendations, and serve as your advocate in legal matters. OMH Partner Group does not offer any legal advice.

We do not provide legal or tax advice and you should consult an attorney or tax advisor for such advice.