You’re the proud, protective owner of a significant estate
What’s your legacy plan from here?
1. Incapacitation & succession planning for business owners
2. Create a multi-generational legacy plan
3. Mitigate your income, gains, & estate taxes
4. Protect assets against creditors & litigants
5. Earn returns multiple times greater than your planning costs
We Specialize In
Personalized Legacy Planning Solutions
Our Comprehensive Approach:
1. We Proceed Step-by-Step (See Below)
2. We Oversee the Entire Client Process
3. You Control the Timing & Pace
4. We Begin with a Tax-Exposure Analysis & Plan Design
Let’s Plan Your Legacy
(Estates >$10M)
1
We Discuss Your Family Goals, Your Estate & Potential Tax Exposure
2
Real-Time Investment Valuations along with Estimates of Your Property and Business
3
Understand Your Estate Tax Exposure
4
We Design Your Legacy Plan Including Financial Projections
5
Our Specialty Lawyers Prepare Your Legal Documents
6
We Activate & Fund Your New Trusts with Investments & Insurance
Business Owners:
Retain Your Wealth
for Your Next Generations
