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19. Planning Process: Consider 50+ Goals

Minimize Taxes
Accumulate Wealth
Protect Assets from Creditors
Manage Risk
Maintain Control
Manage Cash Flows
Increase Charitable Giving Potential
Coordinate Estate Distribution
Manage Family Business Succession
Maintain Control over Personal Affairs
Maximize Control over Social Capital
Increase Social Capital Leverage
Allocate Assets more Efficiently
Etcetera

We carefully identify the client's life purpose and then help the client reflect this purpose through a summary of goals. Clients typically want to achieve 6 to 10 of the 50+ goals on our list.


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U.S. Treasury Circular 230 requires that this firm advise you that any tax advice provided was not intended or written to be used, and cannot be used by you, for the purpose of avoiding penalties that the IRS could impose upon you.