Wealth Transfer - Business Succession Planning  

The expertise we have is far perior to typical traditional estate planning.......In fact, you may not believe the strategies and solutions hat we use have been available to you for decades or that the described results are possible. They are!

Since 1962 the group I work with has helped people to safely, securely and legally ELIMINATE or Negate 100% of their families' estate taxes.

On paper, almost any concept or strategy can be made to look “good”.

However, these strategies and concepts are time tested and IRS true. 23-different types of wealth preservation trusts can be accessed to implement a multitude of strategies, several wealth creation strategies and an infinite number of combinations of these two are available to match your short term (1-5 year) and long-term (5-20 year) objectives - and yet still have your plan remain flexible enough to change should life’s circumstances require this.

Overall, the idea is to develop plans that meet each client's specific objectives by structuring and managing assets in the most tax-efficient manner possible so as to:

(1) ELIMINATE or Negate 100% of one's estate taxes;

(2) Protect assets from lawsuit, creditors, divorces, etc;

(3) Develop tax-free wealth creation environments when appropriate; and,

(4) Leave the client in Total Control of all their assets for life OR for as long as is desired.

Give me a call at 210.455.0011 and we can spend some time talking about the goals you have for yourself and your family.

Take Care.

Duane J. David