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What About Wealth?

What About Wealth?

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November 5th 2013: Integrated Planning

Every little part of our lives is unavoidably connected with all the other parts of our lives. The notion that we can separate ourselves or any part of ourselves from the rest of the universe is an illusion. It may even be "The Illusion." No where is this more evident than in our business and estate structures. How a business or estate plan is structured and owned, and how that structure is maintained, has an enormous impact on our families, our income, our taxes, our employees, our customers, our retirement, and the degree to which we will leave a positive legacy when we "depart this veil

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