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Estate and Tax Planning


Townsend Financial Life Management works with a number of other professionals to help you with your financial concerns. Having a team working together in your best interest we believe means less time and frustration on your part in trying to put the pieces together. Whether you already have a tax or legal professional you have a relationship with or are looking for a referral to a new trusted source, we may be able to help.  We believe this shows we are working in your best interest. Townsend Financial Life Management receives no compensation for referrals.

Consultation with Your Tax Professional

  • Periodic review of tax brackets for appropriate investment selection
  • Accurate maintenance of cost basis records
  • Quarterly reporting of estimated taxes
  • Estimation of capital gains for tax planning
  • Review of custodian's 1099

Coordination with Your Trusts & Estates Attorney

  • Titling of assets
  • Proper funding of trust accounts
  • Income distributions to trust beneficiaries
  • Designation of beneficiaries