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
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.