You've worked hard to secure your goals and transform your dreams into reality. We understand that preserving your wealth is a critical component to building a legacy that will live on. We'll work with you to focus on asset allocation strategies that will help protect your future. From insurance strategies that can provide liquidity to hedging and exchange funds that offer diversification, we'll look at all the aspects of estate planning. We'll work together to create a pathway to help you preserve what you've earned.
Your estate plan is a central part of your overall financial strategy. Both personal and philanthropic wealth transfer can maximize your tax advantages today while building your legacy for tomorrow. We'll look at many options including: Irrevocable Life Insurance Trusts, 529 plans or establishing Family Limited Partnerships. We'll work with you to focus on the best ways to enable your heritage to live on for many generations to come.
Life is dynamic and fluid with many opportunities and challenges. Our goal is to ensure that through any change, your intentions are met and that they will live on for many years to come. With an inheritance or the sale of a company, you can realize the benefits of estate planning or charitable giving. We'll help you transition your wealth from one period in your life to another, looking for ways to reduce your tax and explore building a philanthropic heritage for your family that is a lasting testament to your achievements.
Click here to view a sample retirement projection based on Monte Carlo simulation and probability tables. However, please be aware that through this example AFS is not implying that this chart or formula, by itself, can be relied upon to make investment decisions.
