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.Contact Us
How We Do Business
Our experienced professionals have helped many people just like you pursue their financial objectives.Learn More
What We Can Offer You
We educate our clients and take the mystery out of investing, insurance, estate conservation, and preserving wealth.Learn More
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Six overlooked tax deductions to help manage your tax bill.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.
What kind of auto insurance should you have? Do you know?
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
What does the Tax Reform and Jobs Act mean for you?
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate your monthly and annual income from various IRA types.
It’s never a bad time to speak with your financial advisor about changes in your situation.
There are a few things to consider when buying or leasing your next vehicle.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Do you know these three personal finance sayings?
All about how missing the best market days (or the worst!) might affect your portfolio.
Here’s a crash course on saving for college.