Estate Planning
Protect what matters most.
At Citrus Advisory, we know your wealth is more than numbers—it’s a reflection of your life’s work, values, and vision for the future. Estate planning ensures that your assets are distributed according to your wishes, with minimal tax burden and maximum clarity for your loved ones.
Unlike many firms, we go beyond financial planning—we integrate tax attorney services into the process. This means your estate plan is not only strategic but also legally sound and tax-efficient from the start.
Why Estate Planning Is Essential
Without a proper plan, your estate could face:
Unnecessary taxes and legal costs
Family disputes over inheritance
Delays in asset distribution
Uncertainty about your wishes
Our goal is to eliminate these risks and create a clear, legally enforceable strategy that honors your intentions.
Our Comprehensive Estate Planning Approach
1. Wills & Testamentary Documents
Your will is the foundation of your estate plan. We help you:
Define how assets will be distributed
Appoint guardians for minor children
Ensure your wishes are legally enforceable
2. Trust Structures
Trusts provide flexibility, privacy, and tax advantages. We assist with:
Revocable Living Trusts: Maintain control during your lifetime and simplify asset transfer after death
Irrevocable Trusts: Protect assets and reduce estate taxes
Specialized Trusts: For charitable giving, education, or special needs planning
3. Beneficiary Designations
Improper or outdated designations can override your will. We:
Review and update beneficiaries on retirement accounts, life insurance, and investment accounts
Ensure designations align with your overall estate plan
What Makes Our Advisory Services Different?
Cross-Functional Collaboration
Your CPA, financial planner, insurance strategist, and business consultant work as one team—sharing insights, aligning strategies, and delivering a 360° view of your financial world.
Customized, Not Cookie-Cutter
Every plan is tailored to your unique goals, risk profile, and life stage—no templates, no shortcuts.
Proactive, Not Reactive
We don’t wait for tax season or market shifts to act. We anticipate challenges and opportunities, helping you stay ahead of change and in control of your future.
At Citrus Group, we harness the power of artificial intelligence and advanced analytics to elevate every aspect of your financial strategy. Our AI-enhanced advisory platform doesn’t just crunch numbers—it uncovers patterns, predicts outcomes, and empowers you to make smarter, faster, and more confident decisions. Here’s how we integrate AI into your financial journey:
1- Real-Time Financial Intelligence
Our AI tools continuously analyze your financial data—cash flow, expenses, investments, and tax exposure—to identify trends, anomalies, and opportunities in real time. This allows us to:
Detect inefficiencies before they become costly
Optimize tax positions dynamically throughout the year
Provide instant scenario modeling for major decisions
2- Predictive Planning & Forecasting
We use machine learning models to simulate future financial outcomes based on your current trajectory and market conditions. This helps you:
Forecast cash flow and capital needs
Model retirement and estate scenarios
Stress-test your business under different economic conditions
4. Tax Minimization Strategies (Led by Our Tax Attorneys)
Estate taxes can significantly reduce what your heirs receive. Our in-house tax attorneys:
Implement advanced gifting strategies to reduce taxable estate
Structure trusts for maximum tax efficiency
Coordinate with your CPA and legal team for compliance
5. Legal Compliance & Documentation
Our tax attorneys ensure every document meets state and federal requirements:
Draft or review wills, trusts, and powers of attorney
Ensure compliance with changing tax laws
Provide legal clarity to avoid disputes and litigation
6. Legacy & Wealth Transfer Planning
Your estate plan should reflect your values. We:
Develop strategies for multi-generational wealth transfer
Incorporate charitable goals into your plan
Align business succession with your estate objectives
Why Choose Citrus Advisory?
Integrated Tax Attorney Services: Legal and tax expertise under one roof
30+ Years of Experience: Deep knowledge in tax and financial planning
Collaborative Approach: Seamless coordination between financial and legal strategies
Family-Centered Values: Your loved ones’ security is at the heart of what we do
Start Protecting Your Legacy Today
Don’t leave your future to chance. Let Citrus Advisory and our tax attorneys help you create an estate plan that provides clarity, security, and peace of mind.
📞 Call us today or schedule a consultation to begin your estate planning journey.
Contact Us
Ready to protect your business with expert risk management? Contact Citrus Group Global today.
Phone: (888) 530-1930
Address: 16500 San Pedro Ave Ste 295, San Antonio, TX 78232
Citrus Group Global – Where Your Success is Our Strategy.
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Our unique approach, combined with the experience and expertise of our professional team, enables us to offer innovative solutions for our clients.
US Corporate
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Office – (888) 530-1930
Citrus Audit Group
Address – Cheyenne, 1063 Capitol Avenue Suite 413, Cheyenne, WY 82001
Tel – (888) 530-1930
Citrus Insurance Group
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel – (888) 530-1930
Citrus Advisory
Address – 16500 San Pedro Ave Suite 295 San Antonio, TX 78232
Tel – (888) 530-1930
Citrus Group Global provides integrated professional services worldwide.
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