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Taxes & Estate Planning

Protect more of what you’ve built from taxes, probate and unnecessary family confusion.

A clear plan creates better decisions.
We can help you gain that clarity.

In this masterclass, you'll learn how to:

  • See what you may be missing

Identify the most common gaps that can create taxes, probate or family confusion.

  • Understand what matters most

Focus on the topics that have the biggest impact on your money and your family.

  • Protect what you've built

Learn practical strategies to reduce taxes, simplify your estate and protect your loved ones.

  • Know your next best step

Leave with clarity on what to do now, what to review and who to involve.

RMC_Compass+Book

Learn. Reflect. Score. Decide.

By the end of the class, you'll know more about your retirement readiness in four key areas:

Tax Readiness

Identify common tax traps that can show up once the paycheck stops and retirement income begins.

Estate Readiness

Confirm your documents, beneficiaries, account titles and decision-makers are working together toward the outcome you want.

Survivor Planning

Make sure your family knows what to do, who to call and what decisions need to be made after you’re gone.

Legacy Planning

Create a plan to prevent your loved ones from paying too much in taxes later.