There’s a better way.
A seasoned Family Wealth Counselor can work with you, your legal, accounting, investment and insurance advisors to map out an exit path that:
Establishes a clear course to reduce or eliminate tax consequences.
Identifies the milestones in a sound transaction strategy.
Clarifies the most advantageous timing for each leg of the journey.
“In America, there are two tax systems: one for the informed and one for the uninformed. Both are legal.”
-Judge Learned Hand
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