You’re the proud, protective owner of a significant estate
What’s your legacy plan from here?
1. Create a multi-generational legacy plan
2. Mitigate your income & estate taxes
3. Utilize today’s $27.2M federal estate tax exemption
4. Protect assets against creditors and litigants
5. Earn returns multiple times greater than your planning costs
We Document Your Plan In Preparation For Its Implementation
We Specialize In
Personalized Legacy Planning Solutions
Our Approach
1. Comprehensive Team & Process
2. MCM Oversight
3. Analyze Tax Exposure & Design the Plan Upfront
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
We Document Your Plan In Preparation For Its Implementation
6
We Activate & Fund Your New Trusts with Investments & Insurance
Business Owners:
Retain Your Wealth
for Your Next Generations
