TAX PLANNING SERVICES
Maximize your financial success with expert tax planning from our attorneys
WA Tax Savings Trust Lawyer
- Guardianship for minor children
- Financial protection for minor children
- Estate tax and capital gains tax planning
As someone who has worked hard to build your assets and ownership, you may become frustrated when a significant portion of it goes to estate taxes. At Eastside Estate Planning, Attorney Robert Franco can help you reduce the amount of taxes put on your estate and allow you to keep as much as you can for your heirs. We utilize effective strategies to limit your annual tax burden, such as assessing when to withdraw monies from accounts and ways to maximize tax savings. If you have further questions, contact us for Washington tax planning assistance!
Washington Tax Planning
No one enjoys paying taxes. So knowing that your estate may be affected by taxes after your death can seem like an insult after a lifetime of building your legacy. When helping you with Washington tax planning, we can help you limit your annual tax obligations after you have passed on. We can assist you with retirement planning, taking advantage of tax breaks for retirement investments, and creating a plan for when and how much to take out from your 401k, Roth IRA, or other retirement accounts. Ultimately, we aim to ensure that state and federal taxes do not take everything you have earned over years of dedication and investment.
Attorney Robert Franco takes the time to get to know you better and understand your goals, so that we can advise on which tools are going to work best for your tax planning needs. We view each client as an individual, where we plan your tax strategies based on your financial situation and estate. We stay current on any changes regarding tax law in the state legislature that may impact your estate plan or long-term goals. If you want to learn more about how we can reduce your tax burden and protect your assets, contact Attorney Robert Franco today!
Why Experience Matters When Getting Tax Planning Help
By having our insight and personalized tax planning assistance, you can rest assured that you are protected from tax liabilities that could be ruinsome for your estate. Here are a few reasons why our legal services are highly recommended by clients:
- Attorney and firm founder Robert Franco has a Juris Doctor and advanced degree in tax law from the University of Washington School of Law.
- We use a client-centered approach to protect what you have worked hard to earn so far in your lifetime.
- Attorney Franco is a proud member of the Washington Bar Association and Tax Section Member, giving him attuned insight into all things tax planning.
You should not have to pay more taxes than you need to. Please consider letting Attorney Robert Franco offer advice on how to protect the wealth and assets you have accumulated throughout your life. At Eastside Estate Planning, we know that having an experienced tax planner can make the difference in achieving peace of mind now. Once we learn more about you and your circumstances, we can make recommendations for Washington tax planning tools and strategies to use. We hope to hear from you! Please reach out soon to reserve your consultation appointment.
How We Work
Consultation
We offer a complimentary consultation to find you the most appropriate services and see if we are a good fit.
Design
We send you an Estate Planning Questionnaire and design a plan while communicating with you every step of the way.
Take Action
We create all the agreed upon documents and complete the process.
We Treat Clients like Family
Robert has been great. His expertise in realestate purchase and sale agreements saved us a major headache and provided us options to ensure we found a viable solution for all parties. Additionally Robert was timely in his response.
I spoke with Robert today to get advice on a will. He was friendly, knowledgeable and compassionate. He listened and addressed my questions straightforwardly and honestly. I recommend him wholeheartedly.
Mr. Franco listened to my situation and offered advice guiding me in a different direction than the course I had chosen. This has turned out to be a better direction by which to accomplish my goals.