During the wealth conservation phase, the major concern for most individuals is how to efficiently and effectively pass on their wealth to future generations and charities. Many pitfalls can arise that prevent the smooth and effective transition of wealth to the next generation. Some of the problems you and your estate may encounter include…


• Estate Taxes
• Income Taxes
• Complex Estate Plans
• Irrevocable Decisions
• Lost Opportunity Costs
• Restrictions
• Penalties
• Market Fluctuations
• Forced Sale of Assets
• Life Mortality
• Lawsuits and more…

Without wealth conservation strategies, large estates could dramatically be reduced by estate taxes, income taxes, legal fees, accounting fees, appraisals, penalties, sales charges and forced sale of assets. In these instances, there can be tremendous frustration and distress to already grieving heirs.

We can help provide solutions for a smooth and efficient transition of wealth, minimizing erosion and maximizing the potential to have control and enjoyment of assets. Working closely with you and your other advisors, we strive to help you achieve your financial goals with estate strategies that accomplish the objectives you believe to be most important for you and your family.

Our objectives are to help you:

• Pass Estate in Full to Heirs
• Reduce Income taxes
• Minimize Estate Taxes
• Simplify Estate Plan
• Avoid Irrevocable Decisions
• Reduce Market Risks
• Avoid Lost Opportunity Costs
• Avoid Penalties or Charges
• Control Assets
• Fulfill Charitable Bequests and more

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