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.”