If you are reading this, chances are you want to minimize your family’s estate tax burden. Paying unnecessary estate taxes may be relatively insignificant compared to the threat to your loved ones of a sudden death or incapacity, divorce, lawsuit, creditors, predators, “affluenza” or plain lack of judgment or experience.
It is wise to hope for the best but plan for the worst, or at least the inevitable. It is still wiser to constantly remind ourselves that wealth perpetuation is only a tool to help our values live on.
Leaving a legacy can transform your family, community, and country, even the world.
Estate taxes and the cost, loss of privacy and delays of guardianship and probate administration are commonly perceived barriers to leaving a legacy, but proper estate planning design and implementation addresses all of these concerns – and more – before ever reaching tax and probate issues.
My philosophy and approach is to design and implement a complete and integrated estate plan that goes “beyond death and taxes” to guide and protect your family or business and help you leave a lasting legacy.