Specialty Planning
Mountain Sunset Financial helps plan special financial situations. We have a depth and breath of experience in wealth management, insurance, tax, and law, so we can handle these situations.
If you are a business owner, we can help you establish a Family Limited Partnership (FLPs) to efficiently pass your business onto your heirs or successors. If done correctly, this structure will help you as the founder/owner keep control, while minimizing taxes and removing this asset from your estate.
Specialty Planning Services We Offer
We also can help plan for the financial future of minors. Minors cannot own assets or hold money directly. Special types of accounts and trusts need to be established for minors. We can help you establish UGMA or UTMA accounts. We can educate you on trusts for minors (2503(b) and 2503(c) trusts).
We can help you financially plan for those special occasions in life. We can help you save for a child’s wedding, take a once in a lifetime trip, get Taylor Swift concert tickets, or get that Harley Davidson, Vette, or classic car you always wanted.