In the event that the foundational planning techniques do not solve your estate tax problem or if there are additional issues needing attention, we use the process of Estate Planning 10 for estates over $10MM as follows:

• Diagnostic. We take a snapshot of your current situation and project the results to life expectancy. Then you can decide whether to proceed on an informed basis.
• Goal Clarifier. In the event you decide to proceed, we helf you determine your goals in light of the results of the Diagnostic results.
• Goal Achiever. After you have selected the team members, we create a plan of action to accomplish your goals showing the results projected to life expectancy. Then you can tell if the plan will perform based on reasonable assumptions.
• Implementation. The plan is implemented by the preparation of documents, transferring of property and the involved details.  We include a time line to hold the advisors accountable.
• Maintenance Program We meet each year to make sure the plan is achieving the goals.