Tax, Legacy & Estate Planning
Benefit from Full Coordination of Your Financial Life
Decisions made in one area of your finances often impacts another, and therefore cannot be made in a vacuum. Explore the full suite of services we provide under one management fee.
Our Approach
Thoughtful coordination for today and into the future.
Financial planning at Fragasso brings every part of your financial life together with purpose. By coordinating your investments, tax strategies, charitable giving, and estate plan, you can make informed decisions that support your long-term goals.
Whether you're planning for your family, charitable giving, or a future business transition, we work alongside your attorney, CPA, and other trusted professionals to help keep your strategy aligned as your life evolves.
A Fully Integrated Financial Strategy
Your wealth can support more than your financial needs today. We help you consider how it can provide for your family, support the causes you care about, and create the legacy you want to leave.
FINANCIAL ASSESSMENT
Are All Parts of Your Financial Strategy Working Together?
Estate planning, tax strategies, charitable giving, and investments all play a role in your long-term financial success. Take our 3-minute assessment to see how well your overall financial strategy is working together and identify opportunities for better coordination.
Comprehensive Guidance for One Fee
Decisions in tax, estate, and legacy planning are interconnected with your financial goals and investment strategy. Our advisory relationship keeps that plan aligned with what matters most.
Coordinated Wealth Transfer
Help prepare for the transfer of wealth with strategies that align with your wishes while helping reduce unnecessary complexity for your loved ones and the causes important to you.
Tax-Aware Strategies
We evaluate how income, investment, and charitable gifting strategies interact, helping to identify opportunities to improve after-tax outcomes.
Ongoing Partnership
We're here to help you navigate all of life's pivotal events such as retirement, business transactions, inheritance, divorce, or the loss of a spouse. These moments are when advice matters the most.
Meet the Team
Start a Relationship Built to Last
Frequently Asked Questions
Have questions about the impact of tax, legacy and estate planning to your overall strategy? We've answered some of the most common questions to help you better understand how and why these areas are included in wealth planning.
Financial planning works best when it's connected to the totality of your financial life. We help coordinate your investment strategy, retirement planning, tax considerations, charitable giving, and estate planning goals so they work together to support your long-term vision.
Ready to discuss a more formalized and integrated plan?
Every situation is unique. Let’s start with a conversation about the people, values, and goals that matter most, then build a plan designed to last.