Affluent families have been achieving substantial reduction to their future estate tax bills for years. We offer the kind of estate preservation once implemented by families such as the Mellons, the Rockefellers, the Carnegies and the Kennedys.
To follow in the footsteps of America's wealthiest families, and fully leverage estate preservation opportunities, consider whether your existing plan is designed to accomplish the following:
Taking steps to help protect your estate is a financial imperative. Luckily, we're here to help. This ebook outlines the critical elements to consider as you explore your estate strategy.