Estate Planning

Securing Your Legacy for Generations

Estate planning is about more than securing financial comfort; it’s about crafting a legacy that echoes your values and intentions. We can help you devise investment strategies that align with your estate plans, including trusts and other legal structures established by your attorneys.

Our role is to recommend tax-smart investment approaches that complement these plans. We focus on tactics like gift giving, qualified charitable distributions, and donor-advised funds, that not only support your philanthropic goals but also serve to reduce your estate’s tax liability, allowing you to maximize the impact of your legacy.

Aligning Investments with Estate Goals

We integrate your investment strategies with estate planning tools compliant with Federal and state law, ensuring a robust financial and legal structure.

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2022 Tax Document Information

As a Base Wealth Management client, you should receive your paper tax documents via mail in the coming weeks. Or, if you previously had an online account with Pershing’s NetX360, you should be able to access your 2022 tax documents through that portal. 

If not, or if you experience any issues, please reach out to Tim O’Brien (tim.obrien@intervestintl.com).

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If you would like to request a physical copy of Divorce the IRS, please fill out the form below.

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