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3. Control 100% of Your Wealth

Eliminate estate and/or gift taxes
Reduce or eliminate income taxes
Protect assets from creditors
Pass the full value of an estate to heirs

Many advisers may talk about helping a client control all of his or her wealth but they can seldom show clear samples of plans that achieve this goal. We illustrate how clients can reduce or eliminate taxes while increasing transfers to family or charity. Unlike most advisers working with wealthy clients, we can support all recommendations with a clear balance sheet and cash flow statement for each year through life expectancy.


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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.