Comprehensive tax strategies and estate planning designed with empathy, ensuring your family's future is as secure as the memories you build today.
Crafting a roadmap for your assets that minimizes tax liability and ensures your wishes are honored with clarity and dignity.
Learn MoreNavigating the complexities of fiduciary duties with a steady hand, protecting beneficiaries and preserving family harmony.
Learn MoreStrategic planning for lifetime giving, allowing you to support the people and causes you love while optimizing tax efficiency.
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Hello, I'm Eleanor. For over twenty years, I've sat at kitchen tables and in boardrooms, listening to the hopes and fears families hold regarding their wealth.
I believe that tax advisory is less about the tax code and more about the people it impacts. My philosophy is rooted in the idea of "Hearth & Home"—creating a stable financial foundation that allows your family to thrive, not just financially, but emotionally.
When we work together, we don't just file returns. We build a fortress around what matters most to you.
Eleanor Vance, CPA, MST
A step-by-step guide on what to gather and organize when planning your estate.
Track your annual gifting limits and ensure compliance with current IRS regulations.
Understanding the difference between revocable and irrevocable trusts.
We invite you to schedule a complimentary initial consultation. Let us help you navigate the complexities of your financial legacy with confidence and care.
42 Heritage Lane, Suite 100
Oakwood, VT 05401
advisory@hearthandhome.com
(555) 123-4567