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 family 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. MCM Oversees Our Step-by-Step Process (See Below)
2. You Control the Timing & Pace
3. We Begin with Lifestyle Planning & Tax-Exposure Analysis
Let’s Plan Your Legacy
(Estates >$10M)
1
We Discuss Your Family Goals, Your Estate & Potential Tax Exposure
2
Deeper Conversations, Data Gathering, Business & Property Valuations
3
We Plan Your Future. Is Tax Avoidance Important To You?
4
We Design Your Optimal Legacy Plan with Financial Projections
5
Our Specialty Lawyers Prepare Your Legal Documents
6
IRS Compliant Appraisals, State of Residency Synchronization, Trust Funding
Business Owners:
Retain Your Wealth
for Your Next Generations
