After viewing the flow chart of the current plan, most clients want us to improve the bottom line.
We integrate a variety of planning tools, as shown below, to provide more wealth for family
members and charities by reducing what the client pays in taxes. All proposed plan flow charts
are not created equal! Our flow charts have five benefits not seen in flow charts produced by
other estate planning programs. These benefits include the following:
We do not use cookie-cutter templates. We can illustrate any combination of 200+ planning tools.
We track which assets fund each planning tool. This avoids the nightmares that occur when documents are drafted for plans not developed in full view of which assets will fund different tools.
We track the basis, ownership, and yield on each asset throughout the planning process. In this way, we can easily generate year-by-year balance sheet and cash flow numbers.
We can easily re-optimize the plan in response to changing tax laws, balance sheets, or goals. By making appropriate changes in one place, all of the pages in the plan can update automatically. This efficiency has many advantages.
We provide very attractive graphics customized with the client's information.