By combining your client's legal, financial, tax, philanthropic, and business matters into a unified plan, you can:
Increase your client’s control over his or her affairs;Assure the continuance of your client’s lifestyle and the protection of your client’s assets; Enable your client to pass his or her values and work ethic to his or her heirs; Substantially reduce excise, gift, estate, income, and generation-skipping taxes; Manage the value of your client’s business interests; and Keep your client’s affairs free from publicity and the costs and delay of probate.
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