Sample Estate Plan:
The following Wealth Plans are samples of
what we produce for or clients. Confidential and proprietary
information has been removed.
Intro (part 1/29 kb*)
This Introduction demonstrates how a wealth holder financially
benefited from our Values-Based Estate Planning Services.
(part 2/249 kb*)
Our comprehensive Wealth Optimization approach illustrates how we can
help you minimize or eliminate estate taxes now and in the future. We
streamline and simplify estate distribution, net worth, life insurance,
annual gifting, grantor deemed owner trusts, split dollar plans and
other important areas of wealth management planning.
Cash Flows (part 3/64kb*)
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We project your income tax and cash flows, first and second estate
distribution, family benefits, asset values and income projections and
provide additional important cash flow estimates. This section is your
Questions about the benefits of values-based wealth management? Please contact