As a financial advisor with Burkholder Wealth Management we make sure that your financial life is in one place and is all working to accomplish your plans. We can help you keep more of the money you earn in your own pocket through strategic Income and estate tax planning. We use a strategic combination of legal entities and Trusts to help you protect the assets and wealth you have spent your working life accumulating.
Joseph is a Senior Wealth Advisor with Burkholder Wealth Management, an Attorney, and Enrolled Agent, he has also earned his Series 7 and Series 66 licenses through FINRA. He has taught courses in personal financial planning as a professor in the college of business at ORU and presents as an expert on tax and estate planning to other professionals through continuing education courses.
Joseph is a Senior Wealth Advisor with Burkholder Wealth Management, an Attorney, and Enrolled Agent, he has also earned his Series 7 and Series 66 licenses through FINRA. He has taught courses in personal financial planning as a professor in the college of business at ORU and presents as an expert on tax and estate planning to other professionals through continuing education courses.
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Attorneys
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Along with being an attorney, Joseph is an Enrolled Agent licensed to practice tax law before the IRS in any jurisdiction, he has also earned his Series 7 and Series 66 licenses through FINRA. He has taught as an adjunct professor in the college of business at ORU and presents as an expert on tax and estate planning issues to other professionals through continuing education courses.
Estate Planning
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Second marriages and blended families bring unique challenges to estate planning as well as financial planning. As two adults merge their lives, they face new challenges merging their financial lives. They need to consider how their financial and estate planning decisions will affect them, as well as any children from a previous relationship.
Blended Families
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Estate planing for Blended Families brings with it a layer of complexity and probably even some anxieties. It might be an area you and your spouse failed to discuss prior to getting married, and could potentially be an area of conflict, but that's okay. It is best to face these things head on and not be in denial about some of the complexities facing your blended family.
Dynasty Trusts
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Trusts cannot last forever, they cannot be set up to be perpetual like most corporations, partnership, or other artificial legal entity, the life of a trust is limited. We call this the "Rule Against Perpetuities." Due to the fact that trusts can not last forever, all of the planning done to preserve your wealth in you're estate will one day end and any assets that remain will be distributed outright to the trust beneficiaries.
Financial Planning
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As your family advisor, our Team will actively manage investments and regularly update you. We provide you with 24/7 access to your overall financial strategy through our forward-looking and backward-looking online portals.
With many years of business experience, (Harvey Hanson Law Firm, Oklahoma Distilling Co., Burkholder Wealth Management) legal experience, as well as many years of money and investment management, we combine practical experience with specialized knowledge of legal, financial, and tax management.We know that, although each client's needs are unique, a truly comprehensive financial management program is possible.
With many years of business experience, (Harvey Hanson Law Firm, Oklahoma Distilling Co., Burkholder Wealth Management) legal experience, as well as many years of money and investment management, we combine practical experience with specialized knowledge of legal, financial, and tax management.We know that, although each client's needs are unique, a truly comprehensive financial management program is possible.
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