Estate Planning
"You've worked hard your whole life to make your loved ones more secure. But hard work and the best intentions aren't enough. Without proper planning, most of your assets may end up with someone you never intended."
"Despite recent tax legislation, up to 3/4 of your estate can still go to the government. That's where The Advanced Strategies Group can help. Reposition your assets to avoid unnecessary taxes, probate and legal fees. Even pay Zero Estate Taxes.
The ultimate goal of Zero-Tax Estate Planning is greater freedom to pass on your assets to whom you want, in the least costly and most efficient manner possible. You can effectively disinherit the U.S. Government.
The professionals of The Advanced Strategies Group are experts in Zero-Tax Estate Planning. Our expertise lies in repositioning your assets to avoid unnecessary taxes, probate and enormous legal fees while you retain maximum control. We are fully familiar with such sophisticated planning strategies as dynasty trusts, family limited liability companies, personal residence trusts, and the wide range of charitable gift techniques. We also understand the Federal Tax Laws—from the Federal Estate and Gift Tax to the Generation Skipping Exemption and the Taxation of Retirement Plan Assets.
Most importantly, we are fully dedicated to helping our clients make educated, informed decisions about the future of their estates. An Advanced Strategies Group professional will work with you and your team of financial advisors to do just that. Acting as a liaison or intermediary, we can identify any problems and suggest the appropriate solutions. We will recommend new or additional members for your team. In short, we will dedicate ourselves to meeting your needs and exceeding your expectations.
It all starts with a detailed cash flow analysis of your assets. It continues with theoretically applying solutions to your personal portfolio and projecting growth and expenses affiliated with these solutions. Along the way, you'll come to understand the concepts necessary to govern your future and your estate.
The Advanced Strategies Group has locations across the country to serve you, no matter where you spend your summers or winters.