Estate & Tax Planning in Denver

Estate & Tax Planning in Denver

Estate and Asset Protection Solutions: Protecting Your Life Savings and Legacy

It’s never too soon to begin planning for the efficient transfer and distribution of your estate. Estate tax laws are complex and how you manage your assets today will have a direct impact on your heirs and your Legacy. We can:

  • Design strategies to protect your estate from unnecessary fees and taxes.
  • Design strategies to protect your estate from in-laws and future spouses.
  • Design strategies to leave a legacy for your children, grandchildren, great-grandchildren and your favorite charities.
  • Health care costs could easily erode your entire life’s savings and estate. We can help you evaluate your finances to determine if you are a candidate to self-insure in the event of Long-Term Care needs or if purchasing Long-Term Care insurance makes more sense.

Click here to view/download the 2016 Tax Planning Guide.


Securities America and its representatives do not provide tax or legal advice. Please consult the appropriate professional regarding your specific situation.

Advisory services are offered through Townsend & Associates Inc., dba Townsend. Financial Advisors of Townsend are registered representatives of and offer securities through Securities America, Inc., Member FINRA/SIPC. Townsend and Securities America, Inc. are not affiliated. Privacy Statement | © 2017 Townsend

The BBB has determined this business meets BBB accreditation standards, which include a commitment to make a good-faith effort to resolve any consumer complaints. BBB-accredited businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public. BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’s product quality or competency in performing services.

Check the background of this firm on FINRA's BrokerCheck.

Please review Important Disclosure Information set forth in the last section of this web site


For any general inquiries or to schedule a FREE consultation, please fill in the following contact form:

Inquiry Type (required):