Financial Planning

  • Onboarding process designed to define risk tolerance and long term goals
  • Retirement planning
  • Budget and cash flow analysis
  • Consultation on optimal goal funding and withdrawal strategies
  • Guidance on insurance needs
  • Assist in the education of the next generation on how to be successful inheritors

 

Estate and Tax Planning

  • Review of current estate planning documents to help facilitate desired wealth transfer, charitable and asset protection objectives
  • Analysis of federal and state estate tax liability and evaluation of tax reduction strategies
  • Multi-generational planning strategies
  • Charitable and family gifting strategies

 

Trustee Services

  • Eaton Vance Trust Company is a non-depository trust company that provides corporate trust services through its strategic partnership with Eaton Vance Investment Counsel

 

 

Eaton Vance Investment Counsel does not provide tax or legal advice.
Prospective investors should consult with their tax or legal advisor before implementing tax or legal strategies