If you own non-qualified stock options,

we have a patented technique to help you increase the value your family will receive. 

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The Wealth Transfer Group, Inc. serves only an elite clientele with estates exceeding $10,000,000. Our approach is long term. Because we believe in careful and comprehensive planning, we take the time to understand what you want to accomplish. Only then can we guide you step by step through the process of making informed, integrated decisions.

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Federal Estate Tax Overview

 

Please contact us with any questions or comments at:

280 West Canton Avenue, Suite 230

Winter Park, FL 32789

Phone: (407) 339-5787

(new address effective 3.12.2012)

 

Website maintained by The Wealth Transfer Group, Inc.

Last updated 3.12.2012