• Thinking Beyond...

    Many Estate Planning professionals practice within a very narrow framework and, consequently, only achieve limited success in accomplishing all of the client's goals and objectives.  The Timmermann Group, on the other hand, doesn't allow itself to be bound by conventional wisdom.  We are continually working to stay on the cutting edge of Family Wealth Counseling, which requires us to constantly be...Thinking Beyond.

    Click the tabs to the left to learn more.

  • ...The Traditional

    Thinking Outside the Box - True Brainstorming - Spontaneity - Originality - Inspiration - Connecting Thoughts and Ideas - Helping You Discover the Unexpected

    Our firm does not limit itself to only the common and the traditional approaches to estate planning.  We bring numerous unique and innovative Family Wealth Counseling methods and options to the table as well.  Introducing such powerful but often neglected methods and techniques enables us to achieve extraordinary results for our clients.

  • ...Estate Taxes

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

    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. 

  • ...Capital Gains Taxes

    Blue Sky  -  No-holds-barred thinking  -  Uninhibited imagination  -  Think  -  Wonder  -  What if?  -  Helping you recognize your opportunities  -  Explaining your options  -  As limitless as the sky.

    A "looming" tax that is constantly hindering people from freely repositioning their assets and allowing them to earn the highest possible return on their investments is the Capital Gains Tax.  Tragically, most people do not know that the Capital Gains Tax is an optional tax and can, with creative planning, be totally avoided.

    Our firm can help you reposition your highly appreciated investments so you can both sell and reinvest without any concern over current or future Capital Gains Taxes.  These techniques create powerful new investment possibilities.

  • ...Your Own Lifetime

    Vision  -  We help you see the big picture  -  Perpetuating your hopes, dreams, and ideals  -  Establishing your legacy  -  Considering your family's future  -  Visionary thinking.

    Most people's children are the primary objects of their bounty.  But, unfortunately, very few parents have taken the time to seriously consider and effectively plan for how to best transfer their family wealth to their heirs so as to bless them and not ruin them.

    Our firm can help you decided from the multiple possibilities how to appropriately structure the distribution of your family wealth to do the greatest good for those you love.

    During our Client Retreat we can help you discover your life purpose and establish family goals.  We express your developed objectives in a written family mission statement.  Lastly, we enable you to establish you legacy for your lifetime and for generations to come.

  • ...Your Own Family

    Foresight  -  Helping you focus your thinking  -  Looking beyond yourself  -  Contemplating the possibilities  -  Catching the vision  -  Seeing the good you can do

    Most wealthy Americans have not typically made philanthropy a major part of their lives, generally for three main reasons:  they do not consider themselves wealthy enough to give a major portion of their wealth away to charity, they are not interested in reducing their current lifestyle, and they do not want to diminish their inheritances to their children.

    What you may not realize is that by going through the Family Wealth Counseling process you can often become a major philanthropist at absolutely no cost to either you or your children.  In fact, many times, your family can actually "make a profit giving it away."  This is the part of Family Wealth Counseling that is both fulfilling and exciting.