Wealth planning is not an event; it’s a process. We call that process Wealthcare. Wealthcare identifies your priorities (which will likely change throughout your life), providing you with a series of choices and intelligent answers. Your choices might entail more or less savings, more or less risk, or adjustments to your goals and objectives. It’s an ongoing dialogue that adapts to the changes in your life. It’s a process that’s always relevant, easily understandable, and quite reliable. Why live your life by chance when you can choose … Wealthcare. Call us today for a complimentary consultation about this enlightening experience.
Advanced planning often includes these additional factors:
The process of using strategies for maximizing the tax efficiency of current assets and cash flow while achieving both growth and preservation goals.
This involves strategies to ensure that your wealth is not unjustly taken from you. Wealth preservation is also sometimes referred to as asset protection or creditor protection.
Utilizing strategies to legally structure the future disposition of your assets for the maximum benefit of your children, grandchildren, and your other chosen beneficiaries. This includes careful planning to mitigate the effect of estate taxes on your wealth.
We have found that many of our clients have charitable intentions. With our advanced planning process, we can help you identify the best strategies to maximize your philanthropic opportunities.