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Full Description
When it comes to legacy planning, you have two choices:
1. The default plan the government currently has in place for you
2. The Plan you design
Orchestrate Your Legacy will show you how a fine-tuned team of professionals can give you the clarity to:
• Reduce your income and estate taxes
• Safeguard and control your assets now and into the future
• Protect your family, business and heirs for generations to come
• Pass on your values and vision to your surviving family
This book is a comprehensive resource to understand the key financial strategies and how the components work together to secure your future wealth and lifestyle.
Contents
What Do You Have to Lose?
The Real Estate Developer
The Farmer
The Orthodontist
The High-Net-Worth Couple
The Family Business Owner
The Marketing Organization
CONCLUSION The Dreaming and the Doing
CONTACT US
APPENDIX
Estate Planning Fundamentals Life Insurance overview
Buy-Sell Agreements
Captive Insurance Companies
Business Entities
Dynasty Trusts
