Our Tax & Estate Planning Team

Big picture strategies

We believe in taking a holistic approach when it comes to helping you preserve and enhance your wealth, ensuring an effective transition to the next generation. Our Tax & Estate Planning professionals, including lawyers, accountants and estate planners, will work directly with you and our team.

Living your life on your terms doesn’t just happen – it takes a strategic approach and thoughtful planning.

Tax and Estate Planning TeamWhether it’s for your family or for your business, we’ll take your unique situation into account when creating your customized Wealth Plan:

  • Tax & Financial Planning Strategies

  • Insurance Solutions

  • Estate Planning

  • Retirement Planning

  • Business and Farm Succession

  • Philanthropy

For more information, please refer to our Tax & Estate Planning Team fact sheet

 

Richardson GMP embraces fiduciary excellence...

Education Library

Today people are living longer more productive lives and accumulating more wealth. With this success comes the challenge of how to enhance, preserve and transfer wealth as you pass through different stages of your life. As an individual investor or a business owner, you will have unique situations that need to be considered. At Richardson GMP, we specialize in the expertise and resources needed to create a customized Wealth Plan taking into account your financial, estate, tax, philanthropic, insurance and business succession needs through an integrated approach.

Our Tax & Estate Planning professionals have developed the following Education Library providing clear and concise reports to explain many of the concepts that we utilize. If you would like to learn more, please indicate which reports you would like to receive, complete the information at the bottom and submit to us.

Our approach. Our expertise. Our experience. Our difference.