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Results
Stop paying so much in taxes! We have decades of experience as lawyers and Wealth Counselors who know how to help individuals and businesses maximize their wealth. We are credentialed lawyers with documented success. Below is a sample of results from recent cases:
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Sample Chart for Illustrative Purposes Only
| Client 1 |
$ 322,080 |
$ 4,381,362 |
$ 6,887,378 |
$ 3,035,712 |
| Client 2 |
$ 486,475 |
$ 119,623 |
$ 4,304,322 |
$ 2,931,200 |
| Client 3 |
$ 530,902 |
$ 4,488,873 |
$ 13,718,933 |
$ 8,253,384 |
| Client 4 |
$ 368,239 |
$ 1,337,351 |
$ 808,895 |
$ 2,119,857 |
| Client 5 |
$ 940,577 |
$ 6,830,426 |
$ 13,340,482 |
$ 11,673,976 |
| Client 6 |
$ 4,159,147 |
$ 7,381,307 |
$ 23,485,508 |
$ 27,335,629 |
| Client 7 |
$ 304,782 |
$ 25,569,589 |
$ 3,222,171 |
$ 27,423,725 |
Our planning process can help you:
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Control 100% of Your Wealth – by employing strategies that:
- Eliminate estate and/or gift taxes
- Reduce or eliminate income taxes
- Protect assets from creditors
- Pass the full value of an estate to heirs
Move From Success to Significance – through a “Purpose-Driven Plan” that aligns financial and legal plans with personal values that may include:
- Making charitable gifts instead of paying taxes
- Involving family members in benefiting the community
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Assemble a Highly-Skilled Planning Team – that enables you to:
- Engage nationally-respected attorneys through a simple process
- Benefit from the depth of experience of advisers who specialize in unique strategies for wealthy families
- Work with planners who understand the complexities of Multidisciplinary Planning
Obtain a Full-Color Plan Illustrating All of the Proposed Tools
- Receive comprehensive client presentations that illustrate and integrate the effects of all proposed strategies on cash flow, taxes, charitable giving, and wealth distribution
- View attractive and easy-to-follow graphs, tables, and text reports
- Maintain financial and estate information in a format that can be updated easily during quarterly or annual reviews
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