It's what Wal-Mart founder Sam Walton did by creating family limited partnerships. These partnerships allow senior family members to maintain significant control while shifting limited interest to younger generations before the financial empire has reached its peak.
Did you know the Federal Estate Tax can take up to
40% of your estate? You can create
wealth that is not subject to federal (or state) death taxes.
Malcolm Forbes created over $60 million in income, estate and probate-free
wealth through the judicious use of an irrevocable life insurance trust. Dynasty
trusts, in essence "family banks" are designed to keep great wealth within a
unit for several generations.
We will make recommendations that may include the creation of
certain trusts to protect assets. We can work with your current
advisors or an attorney from our own team will design a custom
tailored estate plan for you.
If you would like to learn more, browse through our section on Estate Planning Basics.