Estate & Tax Planning Advisors
Estate Tax Planning for Families on the East Coast
Work with an advisor who lines up your accounts, beneficiaries and withdrawals so your wealth passes to the people and causes you choose.
- Titling, beneficiary and trust review in one plan
- Coordinated taxable, tax-deferred and tax-free accounts
- We work alongside your estate attorney
2,000+ clients guided into retirement. 100+ years of combined advisory experience.
Prefer to talk? Call 203-793-0707
Talk with an estate planning tax advisor
Tell us a little about your situation and we will set up a no-obligation conversation.
What our estate tax planning covers
The 98% without a lawyer
We focus on the parts of estate planning that live in your accounts, policies and ownership structures, then bring in an attorney when documents are needed.
Accounts organized by tax bucket
We sort your assets across taxable, tax-deferred and tax-free categories and plan orderly transitions between them over time.
Beneficiaries that match your wishes
Titling, beneficiary designations, wills and trusts are reviewed for consistency, so one outdated form does not undo your plan.
Tax moves modeled in advance
Roth conversions, withdrawal sequencing, Qualified Charitable Distributions and tax-efficient gifting are modeled under current IRS rules.
Probate and public disclosure addressed
Planning is structured with the aim of reducing unnecessary tax exposure, court interference and public disclosure.
Legacy planning for the next generation
Staged inheritance structures, multi-generational trusts and heir education help protect wealth and relationships.
Estate planning and taxes, handled together
Most estate mistakes are not legal mistakes. They happen in the details: an account titled the wrong way, an old beneficiary form, or withdrawals taken from the wrong account year after year. Sentinel Asset Management coordinates the legal, financial and personal sides of your estate so the pieces point in the same direction.
Your plan looks at where assets are held and when gains are realized, not just what a document says. When more complex instruments are appropriate, we collaborate with your estate attorney so the drafting and the accounts match.
- Review of account titling and ownership structures
- Beneficiary designation review across accounts and insurance policies
- Wills and trusts reviewed for consistency and alignment
- Trust design and review in coordination with estate attorneys
- Roth conversions and multi-account withdrawal sequencing
- Tax-loss harvesting and tax-efficient gifting strategies
- Qualified Charitable Distributions modeled under current IRS rules
- Staged inheritance structures and multi-generational planning
What happens after you reach out
Introductory conversation
We listen to your family situation, your assets and what you want your estate to do. No cost and no obligation.
Review of your current setup
We look at titling, beneficiary designations, existing wills and trusts, and how your accounts sit across tax categories.
A written plan and next steps
You get a clear plan for your accounts and taxes, plus coordination with your estate attorney if documents need drafting.
Frequently asked questions
Do you draft wills and trusts?
No. Attorneys draft legal documents. We focus on the roughly 98% of estate planning that does not require a lawyer, such as accounts, insurance policies, titling and ownership structures, and we work alongside your estate attorney when documents are needed.
What does estate tax planning cost?
Fees depend on the scope of the planning and the assets involved. We will explain how we are paid in your first conversation before you commit to anything.
Do you prepare tax returns?
No. We do not provide tax return preparation or CPA accounting services. We handle tax management within your financial plan, such as Roth conversions, withdrawal sequencing and charitable distribution strategies, aligned with current IRS rules.
Where do you work with clients?
We serve clients in Connecticut, Maryland, Florida, Massachusetts, Maine, North Carolina, New Jersey, Pennsylvania and Rhode Island, with offices in Bethesda and Rockville, MD and Fairfield, Middletown and West Haven, CT.
I already have a will. Is that enough?
A will is one piece. Beneficiary designations and account titling often control where assets actually go. We review those against your documents so everything lines up.
Do you help families with special needs or after divorce?
Yes. We have 25 years working with families with special needs and have supported 20+ such families long term. We also provide divorce financial planning.
Let's look at your estate and your taxes together
Send us a few details and an advisor will reach out to arrange a no-obligation conversation about your estate tax planning.
- Titling, beneficiary and trust review in one plan
- Coordinated taxable, tax-deferred and tax-free accounts
- We work alongside your estate attorney
Prefer to talk? Call 203-793-0707