During the next 15 to 20 years more
than $8,000,000,000,000 in assets will be transferred from decedents to heirs, charities,
and the Internal Revenue Service. That's
more wealth than in all the previous years combined. Moreover, the single
largest beneficiary will be the IRS.
How that wealth changes hands and
whether it becomes involuntary philanthropy to the government depends on the
estate plan you implement today. Estate
planning is like a game of chess. Each move impacts strategy.
The Wealth Transfer Group, Inc.
researches the options, presents the implications of each alternative, weighs
the consequences, and makes recommendations. We are in business to empower you
to achieve your estate planning goals.
Where Do We
Begin?
We start with your goals and what you
want to do with your estate. We take the time to understand your intentions.
We may have the map but you are the
navigator. For any destination there may be a limited number of routes and
landmarks but the various combinations create endless choices.
The Wealth Transfer Group, Inc. puts
your goals into simple language and translates strategies into easy to
understand diagrams. We explore the possibilities with you. We provide the
information for you to discuss with your family, attorney, and accountant.
Why Do We Do It
This Way?
We believe our clients need to design
their own plans. It is crucial that you thoroughly understand your wealth
transfer plan now because you will not be here to make changes and corrections
when it goes into effect.
What Service Will
Be Provided That I'm Not Already Getting?
We do not offer legal counsel or tax
advice. We are not accountants or financial planners. Our only business is
comprehensive estate planning. Our only concern is being the experts in this
very narrow field of wealth transfer for estates exceeding $10,000,000.
What Makes Our
Approach Different?
- We do
for you what we are doing for our own families and favorite charities. We
personally understand the special nature of your estate planning.
- We
strive to be above reproach because we seek long-term relationships not
only with you but also with your heirs. The Wealth Transfer Group, Inc.
genuinely does want to help you provide for the future of your family.
- Tax
laws favor charitable interests. The Wealth Transfer Group, Inc.
understands how philanthropic contributions can enhance your estate and
benefit society for perpetuity.
- The
Wealth Transfer Group, Inc. takes great pride in offering objective
recommendations, when needed, for the best insurance policies to implement
your estate planning goals. As independent brokers we can be innovative
and choose from virtually any of the top-rated companies.
By its very nature, estate planning and
wealth transfer are evolutionary. Individual goals change. Family needs change.
Charitable interests change. Forms of wealth change. And, tax laws always
change.
The Wealth Transfer Group, Inc.
constantly studies the changing wealth transfer environment. Our sole business
is to provide each of our clients the tools and techniques they need to make
informed decisions that can be implemented expediently and successfully.
Our goal is to help you achieve
yours...optimal wealth transfer.