Tax and Estate Planning

Tax efficient investment management and the correct structuring of client account types such as IRAs, Trusts, 529 accounts, variable annuities, and donor advised (charitable) funds are important to successful client outcomes. CIO works in close coordination with each client’s tax advisor (CPA) and estate planning attorney.*

*CIO Wealth Management, Inc. does not provide tax preparation services or legal services.

Schwab Wealth Management Insights, 5 Foundational Estate Planning Documents

Schwab Wealth Management Insights, How Portability Can Help Couples Reduce Estate Taxes

Schwab Wealth Management Insights, Leave Clarity and Control with a Family ‘I Love You Letter’

Schwab Wealth Management Insights, Credit Shelter and Marital Trusts