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02 — ADVANCED TAX & ESTATE PLANNING
THE ONE CONVERSATION THAT SHAPES WHAT HAPPENS NEXT.
Tax and estate planning is about more than what you pay today — it is about how what you have built is structured, protected, used, and ultimately transferred. Thoughtful planning brings those decisions into view early, while there is still flexibility to shape the outcome.
Ten points. One standard.
Lead with Integrity
Build with Purpose
Deliver With Excellence
“What happens to what you have built should be a decision — not something left to circumstance.”
Tax and estate planning creates the opportunity to make deliberate decisions about how wealth is structured, protected, used, and ultimately transferred. The earlier those decisions are considered, the more flexibility there is to shape the path forward.
Is your estate plan still aligned with the life, wealth, and relationships you have today?
Personal Tax & Estate Strategy
A coordinated review of your will, powers of attorney, beneficiary designations, ownership structures, and personal tax considerations — considered in the context of your current circumstances, priorities, and longer-term intentions.
→ Estate and legacy planning
→ Personal tax-efficient wealth structuring
→ Will, power of attorney, and beneficiary coordination
→ Ownership and beneficiary considerations
→ Charitable and philanthropic planning, where appropriate
When the time comes to transition the business, what do you want the value you built to accomplish?
Business Owner Tax & Succession
Business succession and exit planning that connects ownership, valuation, tax considerations, funding, family and successor priorities, and your personal wealth strategy — developed in coordination with your accountant, lawyer, and other professional advisors.
→ Business succession and exit strategy
→ Tax-efficient transition planning
→ Ownership and successor considerations
→ Funding and liquidity strategies
→ Integration of business and personal wealth planning
As wealth grows, does its structure still reflect what you are trying to accomplish?
Wealth Structure and Continuity
A broader review of how personal and corporate assets, ownership, liquidity, insurance, and succession considerations work together — helping create a structure that supports today’s decisions while remaining adaptable to tomorrow’s transitions.
→ Personal and corporate wealth structure
→ Ownership and asset structuring considerations
→ Liquidity and capital needs planning
→ Insurance and funding strategies for continuity and succession
→ Coordination of business, personal wealth, and succession planning
How do you want what you have built to support the people and purposes that matter to you — now and across generations?
Trusts & Intergenerational Wealth Transfer
Intergenerational wealth transfer strategies that consider ownership, timing, control, taxation, family circumstances, and long-term intentions — coordinated with your legal and tax advisors where specialized advice is required.
→ Trust and intergenerational transfer strategies
→ Family wealth and legacy planning
→ Estate and ownership structures
→ Charitable and philanthropic giving strategies
→ Coordination of wealth transfer with the broader financial plan
PROFESSIONAL COORDINATION
Tax and estate planning is considered within the broader financial planning relationship. New Ten-Points Strategies does not provide legal advice or tax preparation services. Where specialized legal or tax advice is required, planning is coordinated with your qualified professional advisors to support an integrated approach.
FEES
Transparent pricing, based on scope and complexity.
Hourly advisory support is priced at published rates. Comprehensive planning engagements and ongoing advisory relationships are scoped and quoted based on the nature, complexity, and requirements of the engagement following a confidential conversation.
OUR PLANNING PROCESS
From understanding your circumstances to shaping the decisions ahead.
We follow a structured, disciplined financial planning process — establishing your goals and priorities, gathering and analyzing relevant information, developing and presenting recommendations, supporting implementation, and reviewing the plan as your circumstances evolve.
For tax and estate planning, that process includes coordination with your qualified legal and tax professionals where their specialized advice is required — keeping the broader financial strategy connected as decisions are made and implemented.
Let’s talk about what happens to what you’ve built.
Every relationship is led personally, with a team dedicated exclusively to Financial Advisory.