Wealth Transfer

The last phase of a lifetime financial plan is called Wealth Transfer.

It is not an easy matter to leave wealth to family or to others we choose without considerable wealth erosion. Entire wealth estates have been dramatically reduced because of the lack of wealth transfer planning. The estate tax laws are not friendly when one dies without proper planning. Estate taxes, income taxes, legal fees, accounting fees, appraisals, penalties, sales charges, and forced sale of assets are all situations that are threatening to confiscate your wealth and cause tremendous frustration and distress to already grieving heirs.

The Wealth Maximization Group provides the framework for a smooth and efficient transition of wealth while minimizing erosion and maximizing the ability to control and enjoy the assets.

Problems

Income Taxes
Lost Opportunity Costs
Restrictions
Inflation
Penalties
Market Fluctuations
Life Mortality
Lawsuits

and More…

Objectives

Reduce Income taxes
Avoid Lost Opportunity Costs
Reduce Market Risks
Build Wealth
Reduce or Avoid Penalties or Charges
Reduce or Avoid Restrictions and Loss of Control
Provide Long Term Financial Confidence

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