Tenney & Associates assists clients with estate and business succession planning to minimize estate taxes.

 

Typically, we work with other professionals such as attorneys and certified financial planners to craft a comprehensive estate plan to meet your lifetime and personal goals. Here, we take advantage of the most contemporary tax laws to optimize wealth transfer, tax mitigation and business transitions.

 

Estate planning is not just for the wealthy. It is a tool that can benefit you, your family and your business partners by helping determine how your financial and material possessions, business interests and others should be transferred to a new generation.

 

Together, we can help build a financial plan to assure the continuity of your business, to care for your family and to minimize estate taxes.

 

Contact David Tenney for more information.