Wealth Transfer

Learn how America’s wealthiest families pass their estates on to their heirs in the most tax and cost effective manner.

Many times, America’s wealthiest are able to eliminate all or most of the taxes and cost to transfer their wealth. Sometimes, they can even increase the size of their estates during the transfer.

Wills and trusts may only address specific issues and need to be reviewed and updated as your desires and situation changes or as laws change that may impact your future plans.

Many issues can still cause your money to fall through the cracks in places like your tax returns, risk exposure, fees and charges, low rates of return, large future income tax problems from your qualified or non-qualified money, protecting you from long-term care and lawsuits. Most of these are not addressed by having a living trust or a will.

Ongoing income taxes, and especially significant taxes to your heirs, are key concerns today, and many people believe their wills and living trusts or other estate planning address these concerns and they find out too late they were wrong.

Call 614.602.6506 or click to contact us today for a no-obligation 3-Step Review and learn how your heirs can receive their inheritance in the most tax and cost effective manner.

NEITHER ADVANCED RETIREMENT DESIGN NOR GLOBAL FINANCIAL PRIVATE CAPITAL MAY GIVE TAX, LEGAL OR ACCOUNTING ADVICE. INDIVIDUALS SHOULD CONSULT WITH A PROFESSIONAL SPECIALIZING IN THESE AREAS REGARDING THE APPLICABILITY OF THIS INFORMATION TO THEIR SITUATIONS.