When a high-net-worth family encountered a complex estate tax issue, collaboration became the key to unlocking a powerful solution. Partnering with their tax accountant, our team crafted a creative approach that resolved pressing liquidity concerns and meaningfully reduced the family’s overall tax burden. This case highlights the impact of coordinated advisory efforts in delivering an exceptional outcome.

Is scrapping DSCs from segregated funds the right path forward?

Having a good financial plan in the event of a critical illness is crucial.