Preserving wealth and passing it on effectively requires careful coordination of tax strategy, financial structure, and family goals. At DALE Tax & Advisory, we design estate plans that align every element — from trust formation and gifting to charitable contributions and retirement planning — into a single, tax-efficient framework. Our advisors continuously monitor changing tax laws and economic shifts, helping clients adapt their strategies to protect assets and maintain compliance.

We focus on more than numbers — we focus on legacy. Our team works closely with you to secure the financial future of your family, strengthen intergenerational wealth transfer, and ensure your values are reflected in every decision.

Our estate and trust services include:

• Comprehensive Estate Planning: Structuring and implementing strategies to manage, preserve, and transfer wealth efficiently.
• Business Succession: Customized plans for ownership transitions, executive compensation, and family business continuity.
• Tax and Income Planning: Tailored guidance for complex events such as stock options, real estate exchanges, and retirement distributions.
• Charitable and Philanthropic Planning: Establishing tax-smart giving vehicles, trusts, and foundations that align with your mission and maximize impact.
• Private Foundations: Advisory support for formation, administration, and compliance to help families create lasting charitable legacies.

With DALE Tax & Advisory, your estate plan becomes more than a financial tool — it becomes a lasting framework for protecting your wealth, your family, and your future.