7. Obtain a Full-Color Plan Illustrating All of the Proposed Tools
Examine the effects of all proposed strategies on cash flow, income taxes, charitable giving, estate taxes and wealth distribution
View attractive and easy-to-follow graphs, tables, and text reports
Maintain financial and estate information in a format that can be updated during quarterly or annual reviews
We summarize even the most comprehensive plan on a single flow chart. The flow chart is supported with up to 100 pages of numbers for accountants, text for attorneys, and diagrams for people who prefer graphical representations of ideas.