ESTATE & LEGACY PLANNING

Craft Your Tax Strategy with Expert Legacy Planning

Partner with John, a trusted CPA and CFP® professional in Washington state, for seamless estate and legacy planning.

Navigating the Complex World of Estate Taxes - Federal and State

The real estate investment landscape & Estate laws are complex and filled with convoluted tax implications. Don't drown in jargon and regulations. Let us guide you through the maze, saving you valuable time and ensuring peace of mind.

Imagine a future where your hard-earned assets seamlessly transition, securing your family's financial future. Our comprehensive estate and legacy planning services make this dream a tangible reality.


Partner with a Dual-Certified Expert

Meet John, a seasoned CPA and CFP® professional specializing in Washington State tax laws. With a wealth of knowledge, he'll guide you through tax planning and wealth preservation, making the path to a robust estate plan clear and attainable.

Drawing from years of expertise, John understands the nuances of your unique tax situation. Committed to demystifying the process, he empowers you to make informed decisions aligned with your goals and values.

THREE SIMPLE STEPS TO WORKING WITH US

SCHEDULE A CONSULTATION

Book a meeting with John Chitaley, CFP® professional and CPA to discuss your your retirement aspirations, concerns, and real estate assets.

DEVELOP YOUR RETIREMENT PLAN

We will analyze your financial situation and create a personalized retirement income plan that aligns with your objectives.

PRESENT AND IMPLEMENT

We’ll present our comprehensive strategy, answer any questions, and collaborate with you to implement the plan effectively.

A PATH TO BUILD UPON AND PRESERVE

  • Minimize tax liabilities through strategic planning and asset allocation.

  • Protect and preserve your wealth for future generations.

  • Establish a clear roadmap for the seamless transfer of assets to your heirs.

  • Gain peace of mind, knowing your loved ones are financially secure.

  • Leave a lasting legacy that reflects your values and aspirations.

TAKE CONTROL OF YOUR RETIREMENT JOURNEY, SCHEDULE A CONSULTATION TODAY

DOWNLOAD OUR GUIDE

THE RETIREMENT INCOME ROADMAP