To build, to preserve, to pass on...
Our Mission: At Estate Strategies Inc., a Holmes Group Company, our mission is to help create, manage and sustain financial well-being, value and security for our clients. With over 65 years of combined experience in the financial and legacy planning field, we provide custom strategies to individuals, families, professionals and business owners.
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How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.
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What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.
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Our Professionals
Our team approach offers a range of services to provide more benefits to our clients.
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Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
Social Security: The $64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
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Home Mortgage Deduction
Use this calculator to assess the potential benefits of a home mortgage deduction.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Federal Income Tax
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
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5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
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A Fruitful Retirement: Social Security Benefit
Taking your Social Security benefits at the right time may help maximize your benefit.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.