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. We Oversee Our 6-Step Process (below)
2. Begin with a Discovery Overview of Your Needs
3. You Control both the Timing & Pace
Let’s Plan Your Legacy
(Estates >$10M)
Understanding Our Client
1
We Interview You to Discover & Prioritize Estate, Business, & Investment Needs
2
We Engage in Deeper Estate Conversations, Data Gathering, Business Valuations
3
We Plan Your Future. Is Tax Avoidance Important To You?
Creating Your Legacy Plan
4
We Design, Educate, and Oversee the Execution of Your Legacy Plan
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
