Principle Practice Areas

Overview of the Process

A client may choose to use one or more steps in the Wealth Retention Process to accomplish his or her goals and objectives.

The Wealth Retention Process

Wealth Discovery and Tracking Booklet

Completed by the client.

The Wealth Retention Planning Session

Meet to define client goals and objectives.

The Basic Wealth Retention Planning Method

Draft and implement basic estate planning documents such as wills, revocable living trusts, powers of attorney, community property agreements and health care directives.

The Wealth Retention Analysis

Evaluate client assets for additional federal and state gift and estate tax savings.

The Advanced Wealth Retention Method

Implement advanced estate planning techniques to reduce federal and state estate taxes, i.e. irrevocable trusts and limited liability companies.

Annual Wealth Retention Program

Meet annually to implement annual gifting program.

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