Tax and Estate Planning

Tax and estate planning is easily coordinated with Centerpoint Advisors. We pride ourselves in quarterbacking the coordination of all of your professionals, in turn providing you with a single contact point for all of your tax and estate planning needs, including but not limited to the retitling of accounts, annual gifting execution and administration, will and power of attorney creation, notary services, trust administration, and form distributions. Additionally, estate document audit services are available to review your existing estate documents for updates, ensuring that these important documents are not only still in compliance with current regulation, but also still suit your family needs. Portfolios constructed at Centerpoint will always compliment your tax considerations and estate needs. For trustees, Centerpoint also offers formal financial planning, budgeting, cash flow analysis, and aggregated reporting to simplify trust management.