Advanced Tax Strategy | Legacy & Succession

Coordinating Tax Decisions

Advanced Tax Strategy becomes relevant when financial decisions create overlapping tax consequences across income, ownership, and assets. In these situations, advanced tax planning is less about individual moves and more about how choices interact over time.

Tax decisions are considered in conjunction with business activity, estate structure, and cash flow, enabling tax minimization strategies to be evaluated within a broader context. This helps reduce friction between advisors and avoids reactive decisions driven by short-term outcomes.

Our team at Legacy & Succession supports wealth tax planning by coordinating conversations across planning disciplines. The focus is on maintaining cohesion as complexity grows, so tax considerations remain aligned with broader financial responsibilities and future transitions.

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What Our Clients Say About Us

Hear what our clients say about their experience working with us.
Real stories, real results.

"What separates Legacy & Succession from other financial advisors is that they help us stay on the path that is going to ultimately lead to our goals."

Russell Clark

President of the Builder's Collective

"Legacy & Succession laid out a plan not only for my family, but for my business with the idea of growing my family and me financially."

Robert Gibson

President of Luckinbill Construction

"Legacy & Succession looks at all the components that are involved and integrates them to keep you from having regrets later."

Matt Mollman

President of EnerQuest Oil and Gas

Testimonials are based on unique experiences from current clients and are not representative of all client experiences. Testimonials are solicited, and no cash or non-cash compensation was paid for such testimonials. Not all clients were solicited to provide all testimonials. No client or potential client should assume that any information presented or made available in this video should be construed as personalized financial planning or investment advice. Personalized financial planning and investment advice can only be rendered after engagement of the firm for services, execution of the required documentation, and receipt of required disclosures. Please contact the firm for further information. Investing involves risk, including the possible loss of principal and fluctuation of value. Past performance is no guarantee of future results.

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If you’re thinking about legacy, succession, or long-term integrated wealth planning, we’re here to listen and help you think through what comes next.

Call us at: (405) 612-2294