Tax and Estate Planning

Tax and estate planning is often a forgotten part of retirement planning. This is an important step in the planning process, which is why Longevity Financial  has cultivated relationships with the industry leading accountants, estate planning attorneys, and elder needs law attorneys for the past two decades. You can trust that we only refer our clients to the best in the industry.

Some of the services we can offer referrals for:

  • Tax Advisory

  • Tax Planning

  • Tax Minimization Planning

  • Income Tax Preparation

  • Estate Planning

  • Wills and Trusts

  • Elder Care

  • Power of Attorney

  • Real Estate

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

All information herein has been prepared solely for informational purposes, and it is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instrument or to participate in any particular trading strategy.