Tax & Estate Planning

Estate Planning

Our goal is to work with clients to help minimize the amount of estate taxes due and to pass their assets efficiently and as they see fit. It is critical to create and analyze the cash flow necessary to protect an estate’s liquidity and preserve wealth for future generations. We do this as a normal part of working comprehensively with our clients and their families. We analyze and adjust – when necessary — the current estate plan; make recommendations of future strategies that effectively reduce federal and state tax liabilities and collaborate with your estate attorney to help facilitate the plan.

Income Tax Planning

Building a team approach with our clients’ own tax professionals, we often work side-by-side to assess the clients’ present tax situation and make proposals of future strategies. North Ridge Securities Corp. and its affiliate, North Shore Capital Management Corp. does not do tax preparation but we are an integral part of helping you to find the right plan.

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