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At Hongxin Wealth & Tax Planning Group, we value communication because no family's estate is the same.  After dedicating your whole life to building up your fortune, we are here to help you secure your financial legacy. Through a customized and unique approach, we learn your goals and dreams and then assist you along the path to achieving them. Our team works in tandem with investment managers, attorneys, and insurance professionals to ensure our client’s objectives are met with the highest level of precision. We help you protect your wealth while ensuring the taxes are minimized through legal operations. We effectively advise business owners and their companies regarding their most pivotal decisions – from estate planning to business owner exit and succession preparation.

  • Gift and estate planning through lifetime and testamentary transfers

  • Asset succession and tax mitigation through financial vehicles such as life insurance, annuities, and family trusts

  • Consulting on trust formation, funding, administration, and taxation

  • Establishing tools for trusts, entities, lifetime gifting schedules, and self-canceling installment notes

  • Estate, gift, and trust tax returns and compliance

  • Business owner exit and succession planning

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