The Estate Planner

Barbara wanted to leave her money to her heirs, not the IRS, but found conflicting, complicated advice everywhere she turned. How could she maximize her wealth and the wealth of her generations to follow?

IM Wealth Partners

• Helped Barbara plan to use leverage to pay taxes so her heirs wouldn't have to
  
• Applied economic efficiencies to address the factors that erode wealth – inflation, lost opportunity cost and taxes
  
• Worked closely with various trusted experts – accountants, attorneys, real estate professionals and others – to address every aspect of Barbara's finances, including trusts for her heirs and tax gifting and discounting strategies
  
• Helped Barbara get on the path to achieving her financial dreams while avoiding potential pitfalls