WEALTH ADVISERS IN AN AFFILIATED COMPANY CAN ALSO BE PART OF YOUR TEAM IF YOU WISH

We can help you if you answer “yes” to any of the following:

• Have I outgrown the estate plan that was put in place for me before my financial success became what it is today?
• Do I have more than $10,000,000 of assets to pass to my heirs?
• Would I like to implement some gifting now while assets values are low?
• Do I want – or need! – to transfer some of my income stream to individuals in lower tax brackets, while still retaining control of the underlying asset?
• Do I want to explore ways to safely defer capital gains tax on the sale of highly appreciated assets?
• Is my family prepared to continue, or transition out of, my thriving busines (es) if something should happen to me?
• Do I like the idea of a “family office” where I can have all my legal and tax matters handled at one firm?
• Am I ready to explore options to minimize the 40% estate tax before the estate tax exemption decreases substantially in a few years?