Steven and Grace are a couple in their early sixties who have a significant and growing net worth of approximately $50 million. With each passing year, the taxes they were paying, and those that will be owing upon their deaths, have been growing. We designed a plan...
Kevin is a successful entrepreneur with a business worth $400 million. He always envisioned passing the business down to his children, however, neither his children nor other family members showed any interest in taking over. Kevin was concerned that he would lose the...
Joe is a business owner who started as a salesperson. He is 60 years old and plans to sell his business in 10 years. According to the professional valuation, the market value of the business in 10 years will be $50 million, and it is predicted that the tax liability...
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