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"Superior
construction managers have what it takes to bring an architects
vision to life."
At Prowell Financial
Management we understand lifetime planning techniques that help to
reduce the estate tax burden facing successful business families. We
constantly provide new and unique ideas as your situation changes,
and we keep your trusted advisors on the same page every step of the
way.
Implementing Strategies
Expressly for You
We look through all your wealth transfer priorities and explore the
various ways you might choose to address them. To close the gap
between where you are now and where you wish to be, we conduct a
full review of your options with you, your attorney, and your
accountant. With all in agreement, appropriate team members execute
the strategies selected to preserve and protect your families
wealth.Going forward, we review your overall situation
periodically to make sure we factor in changes to your business and
family picture. You can also take advantage of the many value-added
services we offer to simplify your financial life.
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"High-end estate tax planning often involves the use of Generation
Skipping Trusts (GST). But if done improperly, it can mean a 70% tax
penalty because you pay the equivalent of 50% tax through two
generations. Where another planner might present the idea of GST and
say "Have your lawyer do that" we speak the attorney's language, and
we will make sure it is getting done and getting done well." |
