Tax and Estate Planning
Tax and Estate Planning

REDW Stanley helps many of the Southwest’s most prominent families develop estate plans and implement wealth transfer strategies. We understand your desire to preserve more of your estate and minimize taxes – and at the same time, transfer your wealth in a way that both provides financial security for your spouse or partner and passes assets to future generations and philanthropic causes.

Besides taxes, we know you are also concerned with unique family issues, fairness and protecting your assets while complying with federal and state regulations.

We can help you evaluate your estate planning strategy, and we can also work with you to update it whenever future federal changes in the tax laws or a change in circumstances warrant the possible need to change your plan.

Tax planning can involve:
  • Tax-saving Techniques
  • IRA Distribution Planning
  • Transactional Tax Planning Strategies
  • Tax Forecasting
  • Tax Return Preparation
  • IRS Representation
  • Alternative Minimum Tax Planning
  • Stock Option Cash Flow Planning
  • Concentrated Stock Positions
  • Strategic Income Tax Planning and Consulting

Estate planning services include:
  • Estate Plan Design
  • Disposition of Assets
  • Gifting Strategies
  • Estate Tax Reduction or Elimination
  • Revocable Living Trust and Will Analysis
  • Irrevocable Trusts
  • Family Limited Partnerships
  • Credit Shelter Trusts
  • Qualified Terminable Interest Property Trusts (QTIPS)
  • Incapacity Planning
  • Conservatorships