What Is Wealth Management


We often are able to demonstrate how clients can reduce income tax liability, and potentially avoid capital gains tax altogether. Key in these strategies is the ability to retain:

a) total control of all assets,
b) the rights to all the income, or as much as is deemed necessary, and
c) the right to access the principal under any circumstances.

Additionally, we examine strategies to reduce estate tax liability, and possible ways to eliminate it all together.

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