Estate Planning 10
In the event that the bypass trust, life insurance trusts and other
routine planning techniques do not solve your estate tax problem or if
there are additional issues needing attention, we offer Estate Planning 10
for estates over $10MM as follows:
 Diagnostic.
We take a snapshot of your current situation and project the results to
life expectancy. Then you can proceed on an informed basis.- Goal Clarifier. In the event you
want to proceed, we conduct an interview and determine your goals in
light of the results of the Diagnostic.
- Goal Achiever. After you have
selected the team members, we create a plan of action to accomplish your
goals showing the results projected to life expectancy. Then you can
tell if the plan will perform based on reasonable assumptions.
- Implementation. After receiving
your direction, the plan is implemented by the preparation of documents,
transferring of property and the involved details.
- Scheduler. We schedule a time line
to hold the advisors accountable.
- Annual Review
Program. We meet each year to make sure the plan is achieving
the goals.
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