THINKING BEYOND ESTATE TAXES

A Blank Canvas  -  Approaching things from a fresh perspective  -  Considering the options  -  Weighing the possibilities  -  Envisioning the potentia

At death a significant portion of your family wealth must be relinquished to support the general welfare of our country, what we call your Social Capital.  Fortunately, the IRS gives you a choice for distributing this Social Capital.  Involuntary Philanthropy (taxes) or Voluntary Philanthropy (giving).

With creative planning you can reorganize your family wealth and simply "opt out" of paying all your Social Capital to the IRS in taxes.  By exercising this option you will now be free to pass up to the full value of your family wealth on to your children while self-directing all your Social Capital to do the greatest good for our country.  The family wealth leverage achieved here is both incredibly powerful and extremely satisfying.