Steven & Grace’s Tax Reduction

March 24, 2022

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 that allowed us to shift taxes to the hands of different family members annually, reducing the overall yearly tax burden and eliminating a significant amount of tax liabilities (owing) upon their deaths, leaving more for the family to enjoy.

In total, our strategies are saving the family almost $250,000 annually, and will save about $10 million in taxes when they pass away. They sleep well at night knowing that they have an efficient financial structure and tax strategy in place to help preserve their family wealth.  

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