Tax and Estate Planning

At The Living Benefits Group we understand the importance of sound Tax and Estate Planning to properly meet your needs. Whether you:

  • Simply want to retire and make certain that you will have a steady income for the rest of your life.
  • Have a more complex estate with a vacation property and/or a business that needs to be considered.
  • Want to leave some or all of your estate to the charity of your choice.


Our specialized professionals will work with you to help coordinate your team of advisors in understanding your wishes and needs, so that the plan for your financial affairs is implemented in the way that works best for you.