Services
Details
Estate & Tax Webinar
Discover How Gaps In Strategy, Communication, and Implementation Emerge And The Manner In Which These Hidden Gaps, Traps, and Mistakes Can Destroy A Big Chunk of Your Wealth
Press Play To Get Started...
Connecting The Dots: Law + Tax + Finance™
DISCLAIMER: NO LEGAL, TAX, FINANCIAL, INVESTMENT, OR FIDUCIARY ADVICE CONTAINED NOR SUCH A RELATIONSHIP IS FORMED BY WATCHING THE VIDEO OR MOVING TO THE NEXT STEP.
Estate and Tax Evaluation and Calculation
The first step is to understand what's really at stake right now, as it stands. Here, we'll evaluate and conduct the following:
An informal business and estate evaluation (Probate-based calculations)
Business succession and exit strategies and plans
Personal assets protection & transfer strategies
Investments - real estate, stock, crypto, bonds, etc. related strategies
Insurance policies - gaps, traps, filings, terms, etc.
Alternative investments - Forex, Oil & Gas, Etc.
Impact investment alternatives - nonprofits & foundations integrations
Legal entity evaluation - LLCs, Wills, Trusts, etc.
Tax and legal cost calculations - Evaluating various scenarios (best case, worst case, etc.)
The Evaluation Process entails 3 steps:
1- Examination of legal, tax, and financial strategies and structures.
2- Assessment of each asset class and category, spotting mismatched strategies, and potential traps.
3- Formulating the "Mini Family Office" Roadmap that can fix the gaps and create alignment among advisors.
We offer a 100% money-back guarantee if you are not satisfied, do not find value, or for any reason, and do not want to proceed forward after the first call. The first step generally entails 2-3 deep dive calls where we explore all the above areas, as applicable to your situation.
© Copyrighted Material. All Rights Reserved. Become A Philanthropist LLC.
No Legal, Tax, Financial, or Investment Advice Contained - 100% Educational And Entertainment Purposes Only. No Attorney-Client or Fiduciary Relationship Is Formed By Contacting, Communicating, or Engaging With Us In Any Matter, Unless A Signed Agree Exists With The Terms and Conditions Of The Engagement.