Two things are for certain in life: death and taxes. What if you could redirect the dollars you would otherwise be sending to the Government toward the causes you care most about? It’s possible with planning.
Our clients typically place a high value on keeping their resources working in their businesses, benefiting their family or otherwise creating an impact in the world. Investing in strategic planning during your peak earning years, when preparing for an eventual exit from your business and when looking toward the eventual distribution of your estate at death can dramatically reduce the Government’s share of your family’s resources.