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What clients are saying... |
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Latest News from ACS
FOR THE FIRST TIME!
Alex is offering her legal seminars and episodes from her KBSC television show, "Legal Bytes" on line. You can get this very valuable information directly from Alex from the comfort of your own home. You simply follow this link and enjoy the show.
What about your pets?
In the event of your death or medical incapacity, who can you trust to find your pet a new home where they'll be loved and well cared for?
Schedule Attorney Alexandria Streich to speak to parents on how to ensure their kids are totally protected - no matter what.
Are you a DR. or DDS? Our office offers plans specifically designed for your special needs.
Discover 9 Easy Steps to Being Worry-Free!
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Advanced Planning |
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Many of our high net-worth clients demand cutting edge strategies to avoid estate taxes and to accomplish their asset protection goals. Our advanced planning strategies include dynasty trusts, life insurance trusts, IRA inheritance trusts, charitable trusts, and family limited liability companies. Because many of these strategies rely heavily on leveraged annual gifts to subsequent generations, the sooner we put them in place, the more effective they are in preserving wealth for our clients and their loved ones.
We would be delighted to show you how the right strategy could benefit your family.
If you are interested in finding out more, please contact us to schedule a consultation.
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Individuals considering a charitable remainder or lead trust need to understand that their financial goals can be met without interfering with their family's security. Heirs can be protected and families united as they redirect their social capital. Develop your potential for economic citizenship.
- Minimize Estate and Capital Gains Taxes, Reduce Income Taxes
- Use a charitable remainder trust (CRT) as a Discretionary Pension Plan
- Control Retirement Income with a NIMCRUT or Spigot Trust
- Real Estate, Stock Portfolios, Business Assets Repositioned Tax-Free (Lifetime Control of More Capital) through a CRUT
- Business Exit Strategies for Family Business Owners
- Coordinate the Control of Your Social Capital with a CRT and Family Foundation or Donor Advised Funds by Giving Away the IRS' Money.
- Families with Donative Intent Can Meet Their Financial Goals Within an Integrated Financial and Estate Plan
- Professional Development for NPO Gift Planners and Commercial Advisors
- Host Workshops and Private Seminars for Not-for-Profits and Family Groups
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Attend the first step in the
transformation
at no cost or obligation!
- A solid analysis of various estate planning counselling models
- An overview of a Counselling Centered Estate Planning Practice Model
- Proven strategies that will empower you to provide deeper and more enriching counselling during the design and implementation phase of the estate planning process.
- An overview of the Federal Estate Tax system as well as other legal technical issues
- An identification of issues to consider when including allied planning professionals (such as CPA's, Financial Advisors, Insurance Professionals, etc.) in the counselling and design process.
- A "free look" at the quality of our education programs
- The chance to complete the first step in National Network's two-year post-doctoral program
Personal Estate Planning
If you're concerned about the hows and whys of your estate, and the future security of your loved ones, you owe it to yourself to consider an estate plan. Evaluate some of the benefits of estate planning, and realize that regardless of the size of your estate, there are many alternatives for accomplishing your planning goals. Learn more about estate planning:
- What is an estate plan?
- Why do I need an estate plan?
- Where are attorneys in my area?
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