Our Services · Tax & Estate Planning
Tax and estate planning, coordinated across the professionals licensed to advise you.
We work alongside qualified tax professionals and estate planning attorneys to help clients develop coordinated strategies that support their financial objectives. All legal and tax advice is provided by appropriately licensed professionals.
What this is
What this is, and where the advice comes from.
Proper tax and estate planning can help individuals and families preserve more of their wealth while preparing for future generations.
Rainmaker Wealth Innovations works alongside qualified tax professionals and estate planning attorneys to help clients develop coordinated strategies that support their financial objectives.
Our goal is to help clients understand available planning opportunities while ensuring all legal and tax advice is provided by appropriately licensed professionals.
Who does what
Three disciplines, one plan, and a line we do not cross.
Tax and estate planning draws on more than one profession. Rainmaker Wealth Innovations helps clients develop the coordinated strategy; qualified tax professionals and estate planning attorneys provide the tax and legal advice.
Every planning area on this page is developed as part of one coordinated strategy, with all legal and tax advice provided by appropriately licensed professionals.
-
Coordination
Rainmaker Wealth Innovations
We work alongside qualified tax professionals and estate planning attorneys to help clients develop coordinated strategies that support their financial objectives.
- Estate planning coordination
- Trust planning coordination
Estate planning coordination and trust planning coordination are two of the seven planning areas below.
-
Tax advice
Your qualified tax professional
Tax advice is provided by your CPA or another appropriately licensed tax professional. Rainmaker Wealth Innovations does not provide it.
- Tax advice
- Your individual tax circumstances
We help clients develop the coordinated strategy. The tax opinion stays with them.
-
Legal advice
Your estate planning attorney
Legal advice is provided by your estate planning attorney. Rainmaker Wealth Innovations does not provide it.
- Legal advice on your estate
- Drafting and executing legal instruments
Where a planning area needs a legal instrument, it is theirs to draft and execute, not ours.
Our goal is to help clients understand available planning opportunities while ensuring all legal and tax advice is provided by appropriately licensed professionals.
Planning areas
The seven planning areas.
We help clients understand the planning opportunities available in each area, while ensuring all legal and tax advice is provided by appropriately licensed professionals.
- Estate planning coordination
- Tax-efficient retirement strategies
- Legacy planning
- Wealth transfer planning
- Charitable giving strategies
- Trust planning coordination
- Beneficiary review
Important considerations
The information provided on this website is for general informational and educational purposes only and should not be construed as legal, tax, investment, or accounting advice.
Products and services are offered through appropriately licensed professionals and may not be available in all states.
Clients should consult their own legal, tax, and financial advisors regarding their individual circumstances before making financial decisions.
Also from Rainmaker